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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 Abbey Street (swap one in):+ Webb Financial Group $397.2M · Bloomington, MN+ Quarry Hill Advisors $394.8M · Saint Paul, MN+ Split Rock Private Trading and Wealth Management LLC $356.1M · Cloquet, MN+ Fortress Financial Group, LLC $352.3M · Rochester, MN
Eden Prairie, MN
Detroit Lakes, MN
Maple Grove, MN
Assets under management$375.4M$395.5M$355.1M
Asset growth, last 2 years+95%+39%–
Advisory staff725
Individual clients138585412
Assets per client$2.7M$676K$862K
Clients per advisor2029382
Main custodianFidelitySchwab–
Filing with the SEC since201920192024
Tools in their stack222
People on Advicer.bio825

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

ToolAbbey StreetMann Financial GroupFpnavigators
Custodial Platform
Charles Schwab–Uses itUses it
E-Signature
Adobe SignUses it––
Financial Planning
eMoneyUses it–Uses it
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Abbey Street: Fidelity · Mann Financial Group: Schwab · Fpnavigators: none listed