Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Quarry Hill Advisors $394.8M · Saint Paul, 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
Bloomington, MN
Assets under management$375.4M$395.5M$397.2M
Asset growth, last 2 years+95%+39%+26%
Advisory staff724
Individual clients138585673
Assets per client$2.7M$676K$590K
Clients per advisor20293168
Main custodianFidelitySchwabSchwab
Filing with the SEC since201920192012 or earlier
Tools in their stack223
People on Advicer.bio822

From each firm's latest Form ADV (Mar 2026, Oct 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 GroupWebb Financial Group
Custodial Platform
Charles Schwab–Uses it–
E-Signature
Adobe SignUses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses itUses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Abbey Street: Fidelity · Mann Financial Group: Schwab · Webb Financial Group: Schwab, Fidelity