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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 Excelsior Investors (swap one in):+ Madrone Investment Advisory, LLC $254.3M · San Rafael, CA+ Mendota Financial Group, LLC $254.2M · Madison, WI+ Lionshead Wealth Management, LLC $229.8M · New York, NY+ Montgomery Financial $229.8M · Ocean City, MD
Excelsior, MN
St Louis Park, MN
Beverly, MA
Assets under management$242M$255.1M$254.2M
Asset growth, last 2 years+33%+74%+46%
Advisory staff145
Individual clients105602103
Assets per client$2.3M$424K$2.5M
Clients per advisor10515121
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier20212020
Tools in their stack224
People on Advicer.bio166

From each firm's latest Form ADV (Oct 2026, Feb 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

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.

ToolExcelsior InvestorsSecured Retirement Advisors, LLCFamily Fiduciary Services, Inc.
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Website Builders
SquarespaceUses it––
Wix––Uses it
Client File Sharing
ShareFile––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Excelsior Investors: Fidelity, Schwab · Secured Retirement Advisors, LLC: Schwab · Family Fiduciary Services, Inc.: Fidelity