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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):+ Merlin Asset Management $50.2M · Newport, RI+ Raider Dennis Agency $50.2M · Farmington, MI+ Maxwell and Morse Capital Management, Inc. $45.4M · Tulsa, OK+ Concordia Wealth Planning, LLC $45.4M
Tacoma, WA
Assets under management$47.8M$50.2M$50.2M
Asset growth, last 2 years––−16%
Advisory staff123
Individual clients4045289
Assets per client$1.2M$1.1M$174K
Clients per advisor402396
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack33–
People on Advicer.bio123

From each firm's latest Form ADV (Aug 2026, Mar 2026, Sep 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, LLCPortfolio Strategies Inc
Advisor Lead Gen
Fee-Only NetworkUses it––
Custodial Platform
SEI–Uses it–
Financial Planning
RightCapital (Right Capital)–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 · Portfolio Strategies Inc: Schwab, Axos Clearing