Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Viable (swap one in):+ Edgewater Pro Sports Financial $225M · Avon, OH+ Capital Advisory Group, Inc. $224.9M · Dallas, TX+ Kahala Financial Advisors, LLC $203.4M · Honolulu, HI+ Wj Financial Advisors, LLC $203.4M · Killingworth, CT
Dallas, TX
Hattiesburg, MS
Assets under management$214.2M$225M$225M
Asset growth, last 2 years+106%+38%–
Advisory staff343
Individual clients199152239
Assets per client$1.1M$1.5M$941K
Clients per advisor663880
Main custodianSchwabSchwabRaymond James
Filing with the SEC since202420222024
Tools in their stack552
People on Advicer.bio443

From each firm's latest Form ADV (Mar 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.

ToolViablePrincipia Wealth Advisory, LLCInman Jager Wealth Management, LLC
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Interactive BrokersUses it––
Raymond James––Uses it
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoneyUses itUses it–
Performance Reporting
AddeparUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Viable: Schwab · Principia Wealth Advisory, LLC: Schwab · Inman Jager Wealth Management, LLC: Raymond James