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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 Cole Wealth Management, LLC (swap one in):+ Mjc Advisors, LLC $190.3M+ Clutinger Williams & Verhoye Inc $190.2M · San Diego, CA+ Mcintyre, Freedman & Flynn Investment Advisers, Inc. $172M · Orleans, MA+ Wealth Engineering, LLC $171M · Scottsdale, AZ
Scottsdale, AZ
Pensacola, FL
Scottsdale, AZ
Assets under management$181.1M$190.3M$171.5M
Asset growth, last 2 years+25%+31%+67%
Advisory staff421
Individual clients28032379
Assets per client$647K$589K$2.2M
Clients per advisor7016279
Main custodian––Schwab
Filing with the SEC since20182012 or earlier2018
Tools in their stack212
People on Advicer.bio422

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

ToolCole Wealth Management, LLCArmada AdvisorsScottsdale Wealth Planning, Inc.
Website Builders
WebflowUses it––
Wix–Uses it–
CRM
SS&C Black Diamond––Uses it
Email & Office Suites
Microsoft 365––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Cole Wealth Management, LLC: none listed · Armada Advisors: none listed · Scottsdale Wealth Planning, Inc.: Schwab