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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+ Lionshead Wealth Management, LLC $229.8M · New York, NY+ Tableaux Wealth $229.7M · Great Barrington, MA
Excelsior, MN
St Louis Park, MN
Ocean City, MD
Assets under management$242M$255.1M$229.8M
Asset growth, last 2 years+33%+74%+103%
Advisory staff144
Individual clients105602950
Assets per client$2.3M$424K$242K
Clients per advisor105151238
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20212024
Tools in their stack224
People on Advicer.bio164

From each firm's latest Form ADV (Oct 2026, Feb 2026, Jun 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, LLCMontgomery Financial
Client Data Gathering
PreciseFP––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it
Tax Planning
Wealth.com––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Excelsior Investors: Fidelity, Schwab · Secured Retirement Advisors, LLC: Schwab · Montgomery Financial: Schwab, Fidelity