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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):+ Mendota Financial Group, LLC $254.2M · Madison, WI+ Family Fiduciary Services, Inc. $254.2M · Beverly, MA+ Montgomery Financial $229.8M · Ocean City, MD+ Tableaux Wealth $229.7M · Great Barrington, MA
Excelsior, MN
St Louis Park, MN
New York, NY
Assets under management$242M$255.1M$229.8M
Asset growth, last 2 years+33%+74%+65%
Advisory staff144
Individual clients105602103
Assets per client$2.3M$424K$2.2M
Clients per advisor10515126
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20212017
Tools in their stack22–
People on Advicer.bio164

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

ToolExcelsior InvestorsSecured Retirement Advisors, LLCLionshead Wealth Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoneyUses it––
Portfolio Management
Orion–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Excelsior Investors: Fidelity, Schwab · Secured Retirement Advisors, LLC: Schwab · Lionshead Wealth Management, LLC: Schwab