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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 Anchor Financial Group (swap one in):+ Overland Park Wealth Management LLC $107.5M · Overland Park, KS+ Domask Wealth Management, LLC $107.5M · Phoenix, AZ+ Wealth Legacy Group, Inc. $97.2M · San Diego, CA+ The Holland Group, Inc. $96.4M · San Diego, CA
Brea, CA
Thousand Oaks Drive, CA
Denton, TX
Assets under management$102.4M$107.7M$107.5M
Asset growth, last 2 years+234%–+277%
Advisory staff212
Individual clients12612498
Assets per client$812K$869K$1.1M
Clients per advisor6312449
Main custodian––Schwab
Filing with the SEC since2012 or earlier20262022
Tools in their stack2–4
People on Advicer.bio212

From each firm's latest Form ADV (Feb 2026, Apr 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.

ToolAnchor Financial GroupMark Smith Financial Services, Inc.Kipos Wealth
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)Uses it–Uses it
Schedule Apps
CalendlyUses it–Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Anchor Financial Group: none listed · Mark Smith Financial Services, Inc.: none listed · Kipos Wealth: Schwab