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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 Farrell Financial (swap one in):+ Wealthcare Asset Management, LLC $210.8M · Springfield, MO+ Renaud & Company, LLC $210.7M · O'fallon, MO+ Wisdom Wealth Strategies $190.5M · Greenwood Village, CO+ Mjc Advisors, LLC $190.3M
Orchard Park, NY
Garden City, NY
Denver, CO
Assets under management$200.6M$212.4M$190.4M
Asset growth, last 2 years+41%+45%−2%
Advisory staff340
Individual clients233819199
Assets per client$861K$259K$957K
Clients per advisor78205–
Main custodianSchwab–Schwab
Filing with the SEC since202220172016
Tools in their stack––1
People on Advicer.bio345

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

ToolFarrell FinancialBrixton Capital Wealth Advisors, LLCVanguard Capital
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Farrell Financial: Schwab · Brixton Capital Wealth Advisors, LLC: none listed · Vanguard Capital: Schwab