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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 Autumn Financial Advisors, LLC (swap one in):+ Mcclure Capital Advisors, Inc. $23.5M · Frisco, TX+ Magister Wealth $23.5M+ Mandala Wealth Management, LLC $21.2M+ Stalt Financial, LLC $21.1M · Troy, MI
Plymouth, MI
Muskegon, MI
Assets under management$22.3M$23.7M$21.2M
Asset growth, last 2 years–+877%–
Advisory staff241
Individual clients3917915
Assets per client$573K$132K$1.4M
Clients per advisor204515
Main custodian–Interactive Brokers–
Filing with the SEC since202620192026
Tools in their stack3–1
People on Advicer.bio241

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

ToolAutumn Financial Advisors, LLCLfn Advisors Inc.Compound Advisory
Advisor Lead Gen
Fee-Only NetworkUses it––
Custodial Platform
Altruist––Uses it
Schedule Apps
Acuity SchedulingUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Autumn Financial Advisors, LLC: none listed · Lfn Advisors Inc.: Interactive Brokers · Compound Advisory: none listed