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 Freedom Found Financial (swap one in):+ Plectrum Advisers LLC $72.5M+ Stone Securities Inc. $72.5M · Clarks Green, PA+ Monocot Wealth Management, LLC $65.5M · Las Vegas, NV+ Kadisak Financial Services, Inc. $65.5M · Naperville, IL
Towaco, NJ
Venice, CA
Littleton, CO
Assets under management$69M$72.5M$72.4M
Asset growth, last 2 years––+89%
Advisory staff115
Individual clients388788
Assets per client$1.8M$833K$823K
Clients per advisor388718
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack23–
People on Advicer.bio145

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

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.

ToolFreedom Found FinancialMdrn WealthHebert Advisory Services Inc
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)–Uses it–
Custodial Platform
Altruist–Uses it–
Schedule Apps
CalendlyUses itUses it–