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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 Beacon Financial Advisory LLC (swap one in):+ The Mosaic Financial Group, LLC $948.7M · Chicago, IL+ Destiny Wealth Partners, LLC $947.3M · Tavares, FL+ Radnor Capital Management, LLC $854.8M · Wayne, PA+ Whitaker-Myers Wealth Managers, LTD. $850.6M · Mansfield, OH
Cleveland, OH
Aurora, OR
Newtown Square, PA
Assets under management$900.7M$946.1M$945.9M
Asset growth, last 2 years+52%+14%+18%
Advisory staff13613
Individual clients1,549466386
Assets per client$581K$2M$2.5M
Clients per advisor1197830
Main custodianSchwabSchwabSchwab
Filing with the SEC since20162012 or earlier2016
Tools in their stack511
People on Advicer.bio13614

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

ToolBeacon Financial Advisory LLCAuxier Asset ManagementAlmanack Investment Partners
Custodial Platform
Charles SchwabUses it–Uses it
NetX360 (Pershing)Uses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Beacon Financial Advisory LLC: Schwab · Auxier Asset Management: Schwab · Almanack Investment Partners: Schwab, Fidelity