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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 Exeter Financial, LLC (swap one in):+ Sws Partners, LLC $442.6M · Columbus, OH+ Landmark Wealth Management, LLC $442M · Melville, NY+ Trinity Wealth Management, LLC $399.2M · Berwyn, PA+ Luminvest Wealth Management LLC $398M · Scottsdale, AZ
Scottsdale, AZ
Coral Gables, FL
Chandler, AZ
Assets under management$420.2M$441.9M$441.8M
Asset growth, last 2 years+26%+18%+28%
Advisory staff434
Individual clients887315
Assets per client$4.8M$63.1M$1.4M
Clients per advisor22279
Main custodianSchwabJ.P. Morgan–
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack1–1
People on Advicer.bio523

From each firm's latest Form ADV (Mar 2026, Apr 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.

ToolExeter Financial, LLCMeridianaTempleton Financial Services Inc.
Website Builders
Squarespace––Uses it
WebflowUses it––

Custodians on Form ADV: Exeter Financial, LLC: Schwab · Meridiana: J.P. Morgan, Merrill, Banco Santander International, Morgan Stanley · Templeton Financial Services Inc.: none listed