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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 Investors Mosaic (swap one in):+ J M Brown Financial Partners $202.1M · Tulsa, OK+ Daner Wealth Management, LLC $201.7M · Alpharetta, GA+ Wold Financial Group $182.5M · Mendota Heights, MN+ Clearview Wealth Management $182.4M · Charlotte, NC
Plymouth, MN
Springboro, OH
Assets under management$192.1M$201.9M$202M
Asset growth, last 2 years–+42%–
Advisory staff233
Individual clients33136272
Assets per client$5.8M$1.5M$743K
Clients per advisor174591
Main custodianSchwabSchwabFidelity
Filing with the SEC since202420212024
Tools in their stack15–
People on Advicer.bio233

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

ToolInvestors MosaicGreat River FinancialMccarthy Wealth & Tax Advisors
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
RightCapital (Right Capital)–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 · Mccarthy Wealth & Tax Advisors: Fidelity