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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+ 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
Annapolis, MD
Assets under management$322.3M$338.4M$338.6M
Asset growth, last 2 years+9%+13%+233%
Advisory staff16422
Individual clients227378569
Assets per client$1.4M$895K$595K
Clients per advisor149526
Main custodianAxos ClearingSchwabAltruist
Filing with the SEC since20182012 or earlier2024
Tools in their stack––2
People on Advicer.bio16629

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 ManagementMDRN Capital™
Custodial Platform
Altruist––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Financial Transparency: Axos Clearing, Schwab · Comprehensive Wealth Management: Schwab · MDRN Capital™: Altruist