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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 Long Family Office (swap one in):+ Mountain View Wealth Management LLC $54.2M · Arlington, VA+ Investment Growth Management, Inc $54.2M+ Integrated Advisors $49M · Boise, ID+ Retirement Resources Wealth Management, LP $49M · El Paso, TX
Wilmington, NC
Assets under management$51.6M$54.2M$49M
Asset growth, last 2 years−2%––
Advisory staff211
Individual clients3063110
Assets per client$1.7M$861K$445K
Clients per advisor1563110
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack13–
People on Advicer.bio211

From each firm's latest Form ADV (Jul 2026, Apr 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.

ToolLong Family OfficeDonnelly InvestmentsBibler Financial Group
Schedule Apps
Acuity Scheduling–Uses it–
Video Meetings & Messaging
Zoom–Uses it–
Website Builders
SquarespaceUses itUses it–