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 Investors Mosaic (swap one in):+ Mccarthy Wealth & Tax Advisors $202M · Springboro, OH+ Daner Wealth Management, LLC $201.7M · Alpharetta, GA+ Wold Financial Group $182.5M · Mendota Heights, MN+ Righthand Capital, LLC $182.3M · West Newton, MA
Plymouth, MN
Charlotte, NC
Assets under management$192.1M$201.9M$182.4M
Asset growth, last 2 years–+42%+23%
Advisory staff234
Individual clients33136144
Assets per client$5.8M$1.5M$1.3M
Clients per advisor174536
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420212018
Tools in their stack151
People on Advicer.bio233

From each firm's latest Form ADV (Mar 2026, Sep 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.

ToolInvestors MosaicGreat River FinancialClearview Wealth Management
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Mailchimp–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Investors Mosaic: Schwab, Fidelity · Great River Financial: Schwab · Clearview Wealth Management: Schwab, Fidelity