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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 Weinberg Advisory Group (swap one in):+ Red Hills Capital, LLC $57.9M · Tallahassee, FL+ Journey Financial Management, LLC $57.9M · Bowling Green, KY+ Verbatim Financial $52.3M+ Fsg Financial Services, Inc. $52.3M · Sun City, AZ
Columbus, OH
Santa Clara, CA
Atlanta, GA
Assets under management$55.1M$57.9M$52.3M
Asset growth, last 2 years––−62%
Advisory staff313
Individual clients522141
Assets per client$1.1M$28.9M$371K
Clients per advisor17247
Main custodian––Fidelity
Filing with the SEC since202620262021
Tools in their stack––2
People on Advicer.bio313

From each firm's latest Form ADV (Mar 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.

ToolWeinberg Advisory GroupSodium Advisors Inc.Phase Line Capital, LLC
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Weinberg Advisory Group: none listed · Sodium Advisors Inc.: none listed · Phase Line Capital, LLC: Fidelity