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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 Worthique (swap one in):+ Taylor & Taylor Financial Services $800K+ Stewardship Edge Capital, LLC $800K · Morrow, GA+ Jpl Wealth Management $720K · Dripping Springs, TX+ Lucre Advisory LLC $720K
Assets under management$758K$800K$798K
Asset growth, last 2 years––+269%
Advisory staff111
Individual clients371,246
Assets per client$253K$114K$640.776886035313
Clients per advisor371,246
Main custodian––Apex Clearing
Filing with the SEC since202620262022
Tools in their stack2–2
People on Advicer.bio111

From each firm's latest Form ADV (Sep 2026, Oct 2026, 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.

ToolWorthiqueBrookside Capital Group LLCScout
Website Builders
SquarespaceUses it––
Webflow––Uses it
CRM
HubSpot––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Worthique: none listed · Brookside Capital Group LLC: none listed · Scout: Apex Clearing