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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 Baring Financial LLC (swap one in):+ Kroon & Mitchell Asset Management LLC $220.9M · Grand Rapids, MI+ Equitycompass Investment Management, LLC $220.9M · Baltimore, MD+ Kapusta Financial Group $199.6M · Pittsburgh, PA+ Ia Network, LLC $199.5M · Charlotte, NC
Bellingham, WA
Seattle, WA
Camas, WA
Assets under management$210.3M$222M$221M
Asset growth, last 2 years+91%+54%+37%
Advisory staff222
Individual clients483173257
Assets per client$435K$1.3M$860K
Clients per advisor24287129
Main custodianPershing–SEI
Filing with the SEC since202120212022
Tools in their stack–1–
People on Advicer.bio2–3

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

ToolBaring Financial LLCMangan Wealth ManagementPara Wealth Advisors, Inc.
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Baring Financial LLC: Pershing, Schwab · Mangan Wealth Management: none listed · Para Wealth Advisors, Inc.: SEI