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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 Flagship Private Wealth (swap one in):+ Illumination Wealth Management $471.1M · San Diego, CA+ Bcs Private Wealth Management $469.7M · Rumson, NJ+ Syrios Wealth Management Group $424.6M · La Jolla, CA+ Mascagni Wealth Management, Inc. $424.5M · Clinton, MS
Woburn, MA
Boston, MA
Delmont, PA
Assets under management$447.2M$472M$424.8M
Asset growth, last 2 years+42%+20%+12%
Advisory staff494
Individual clients597596116
Assets per client$749K$792K$3.7M
Clients per advisor1496629
Main custodianLPL FinancialFidelity–
Filing with the SEC since201620212012 or earlier
Tools in their stack141
People on Advicer.bio474

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

ToolFlagship Private WealthWealth EffectsMacdougall Financial Counseling
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Flagship Private Wealth: LPL Financial · Wealth Effects: Fidelity · Macdougall Financial Counseling: none listed