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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 Financial Transparency (swap one in):+ Lewis Financial Management, LLC $338.7M · Raleigh, NC+ MDRN Capital™ $338.6M · Annapolis, MD+ Fidelis Im $306.1M · Medford, OR+ Hancock Whitney Investment Services Inc. $306.1M · New Orleans, LA
Lynnwood, WA
Rock Hill, SC
Assets under management$322.3M$338.4M$338.4M
Asset growth, last 2 years+9%+13%+90%
Advisory staff1649
Individual clients2273781,141
Assets per client$1.4M$895K$297K
Clients per advisor1495127
Main custodianAxos ClearingSchwabLPL Financial
Filing with the SEC since20182012 or earlier2021
Tools in their stack––1
People on Advicer.bio16610

From each firm's latest Form ADV (Jul 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.

ToolFinancial TransparencyComprehensive Wealth ManagementCore Advisory Group
Custodial Platform
LPL Financial (ClientWorks)––Uses it

Custodians on Form ADV: Financial Transparency: Axos Clearing, Schwab · Comprehensive Wealth Management: Schwab · Core Advisory Group: LPL Financial, SEI