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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 Zwj Investment Counsel Inc (swap one in):+ Connecticut Wealth Management, LLC $4.48B · Farmington, CT+ Cx Institutional, LLC $4.46B · Auburn, IN+ Valor Advisors LLC $4.01B · Miami, FL+ Henssler Financial $3.81B · Kennesaw, GA
Atlanta, GA
Atlanta, GA
Morristown, NJ
Assets under management$4.23B$4.76B$4.44B
Asset growth, last 2 years+19%+46%+11%
Advisory staff128643
Individual clients9909,0382,830
Assets per client$4.3M$527K$1.6M
Clients per advisor8310566
Main custodianSchwabLPL Financial–
Filing with the SEC since2012 or earlier20142015
Tools in their stack123
People on Advicer.bio1311031

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

ToolZwj Investment Counsel IncIfg Advisory, LLCBeacon Trust
CRM
Envestnet Tamarac––Uses it
Salesforce––Uses it
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
OnceHub–Uses it–

Custodians on Form ADV: Zwj Investment Counsel Inc: Schwab · Ifg Advisory, LLC: LPL Financial · Beacon Trust: none listed