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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 Wealthfd (swap one in):+ Premier Southwest Planning Group, LLC $92.3M+ Newport Securities Corporation $92.3M+ Financial Security Services Group, Inc. $83.4M · Highland Village, TX+ Mckenna Capital, Inc. $83.4M · Wheaton, IL
Conshohocken, PA
Scottsdale, AZ
Assets under management$87.8M$92.3M$92.2M
Asset growth, last 2 years+171%––
Advisory staff331
Individual clients406777
Assets per client$216K$1.2M$13.2M
Clients per advisor135267
Main custodianSchwab––
Filing with the SEC since202120262026
Tools in their stack1––
People on Advicer.bio531

From each firm's latest Form ADV (May 2026, Apr 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.

ToolWealthfdQvg, LLCBig Cedar Investment Advisors
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Wealthfd: Schwab · Qvg, LLC: none listed · Big Cedar Investment Advisors: none listed