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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 Barnett & Co Inc (swap one in):+ Monson Wealth Management, Inc. $149.5M · Kennewick, WA+ Fund Advisors of America Inc $149.4M · Orlando, FL+ Integrity Financial Advisors, LLC $134.9M · Woburn, MA+ Rw Baker Wealth Management Group LLC $134.9M · Cheyenne, WY
Chattanooga, TN
Tullahoma, TN
Bellingham, WA
Assets under management$142M$149.9M$149.2M
Asset growth, last 2 years−9%+49%+18%
Advisory staff314
Individual clients116520243
Assets per client$1.2M$288K$614K
Clients per advisor3952061
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack––1
People on Advicer.bio215

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

ToolBarnett & Co IncFinancial Management Advisors, Inc.Bellingham Capital
Website Builders
Wix––Uses it

Custodians on Form ADV: Barnett & Co Inc: Schwab · Financial Management Advisors, Inc.: none listed · Bellingham Capital: Schwab