Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ MDRN Capital™ $338.6M · Annapolis, MD+ Core Advisory Group $338.4M · Rock Hill, SC+ Fidelis Im $306.1M · Medford, OR+ Hancock Whitney Investment Services Inc. $306.1M · New Orleans, LA
Lynnwood, WA
Raleigh, NC
Assets under management$322.3M$338.4M$338.7M
Asset growth, last 2 years+9%+13%−5%
Advisory staff1641
Individual clients22737888
Assets per client$1.4M$895K$3.8M
Clients per advisor149588
Main custodianAxos ClearingSchwabAmerican Funds Service Company
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio1663

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Financial Transparency: Axos Clearing, Schwab · Comprehensive Wealth Management: Schwab · Lewis Financial Management, LLC: American Funds Service Company