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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 Equal Voices Wealth LLC (swap one in):+ Martin Financial Management $62M+ Cws Wealth Partners $62M · Omaha, NE+ Cannistra Financial Advisors Inc. $56.1M · Mount Kisco, NY+ Financial Advisors of Virginia $56M
Minneapolis, MN
St Louis, MO
Assets under management$59M$62M$56.1M
Asset growth, last 2 years––−33%
Advisory staff311
Individual clients7922456
Assets per client$747K$2.8M$123K
Clients per advisor2622456
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack1––
People on Advicer.bio311

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

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.

ToolEqual Voices Wealth LLCHyams Investments, Inc.Mrm Group
Website Builders
WixUses it––

Custodians on Form ADV: Equal Voices Wealth LLC: none listed · Hyams Investments, Inc.: none listed · Mrm Group: Schwab, Folio