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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 Barson Financial Planning (swap one in):+ Portfolio Strategies Inc $50.2M · Tacoma, WA+ Raider Dennis Agency $50.2M · Farmington, MI+ Maxwell and Morse Capital Management, Inc. $45.4M · Tulsa, OK+ Concordia Wealth Planning, LLC $45.4M
Newport, RI
Assets under management$47.8M$50.2M$50.2M
Asset growth, last 2 years––−3%
Advisory staff121
Individual clients404525
Assets per client$1.2M$1.1M$2M
Clients per advisor402325
Main custodian––Schwab
Filing with the SEC since202620262016
Tools in their stack331
People on Advicer.bio121

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

ToolBarson Financial PlanningUbequity Wealth Management, LLCMerlin Asset Management
Advisor Lead Gen
Fee-Only NetworkUses it––
Custodial Platform
SEI–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses itUses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Barson Financial Planning: none listed · Ubequity Wealth Management, LLC: none listed · Merlin Asset Management: Schwab