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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+ Integrity Investment Advisors $394.3M+ Split Rock Private Trading and Wealth Management LLC $356.1M · Cloquet, MN+ Fpnavigators $355.1M · Maple Grove, MN
Eden Prairie, MN
Detroit Lakes, MN
Saint Paul, MN
Assets under management$375.4M$395.5M$394.8M
Asset growth, last 2 years+95%+39%+54%
Advisory staff724
Individual clients138585203
Assets per client$2.7M$676K$1.9M
Clients per advisor2029351
Main custodianFidelitySchwabSchwab
Filing with the SEC since201920192021
Tools in their stack224
People on Advicer.bio824

From each firm's latest Form ADV (Mar 2026, Oct 2026, Aug 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 GroupQuarry Hill Advisors
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
Client File Sharing
Box––Uses it
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab–Uses it–
E-Signature
Adobe SignUses it––
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Abbey Street: Fidelity · Mann Financial Group: Schwab · Quarry Hill Advisors: Schwab