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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Tudor Financial, Inc. (swap one in):+ Hardy & Hardy Co LLC $269.4M · Lima, OH+ Capitol Financial Consultants, Inc. $269.2M · Mclean, VA+ Pursue Wealth Partners, LLC $243.4M+ Munn Wealth Management, LLC $242.3M · Maumee, OH
Dayton, OH
Springboro, OH
Bonita Springs, FL
Assets under management$256.3M$271.9M$243.2M
Asset growth, last 2 years+29%+88%+86%
Advisory staff693
Individual clients431647363
Assets per client$595K$420K$670K
Clients per advisor7272121
Main custodianFidelityRaymond JamesSchwab
Filing with the SEC since2012 or earlier20172021
Tools in their stack–23
People on Advicer.bio7103

From each firm's latest Form ADV (Mar 2026, Jan 2026, Feb 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolTudor Financial, Inc.Invest Capital PartnersRinaldi Wealth Management, Inc.
Custodial Platform
Charles Schwab–Uses itUses it
Vanguard––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Tudor Financial, Inc.: Fidelity · Invest Capital Partners: Raymond James, Schwab · Rinaldi Wealth Management, Inc.: Schwab, Protective Life Insurance Company