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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 J. Benjamin Financial, LLC (swap one in):+ Bridger Financial Services, LLC $40.2M · Temecula, CA+ Walker & Associates $40.2M+ Margo Park Financial $36.3M · San Diego, CA+ Moore Wealth Partners, LLC $36.3M · Hendersonville, TN
Mount Pleasant, SC
Greenville, SC
Assets under management$38.3M$40.2M$36.3M
Asset growth, last 2 years+636%––
Advisory staff311
Individual clients1386145
Assets per client$277K$659K$807K
Clients per advisor466145
Main custodian–––
Filing with the SEC since201620262026
Tools in their stack2––
People on Advicer.bio211

From each firm's latest Form ADV (Feb 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

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.

ToolJ. Benjamin Financial, LLCGreenville CapitalYour-Financial-Lifeguard
Custodial Platform
Interactive BrokersUses it––
Financial Planning
eMoneyUses it––