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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+ Bibler Financial Group $49M+ Retirement Resources Wealth Management, LP $49M · El Paso, TX
Wilmington, NC
Boise, ID
Assets under management$51.6M$54.2M$49M
Asset growth, last 2 years−2%––
Advisory staff211
Individual clients306382
Assets per client$1.7M$861K$598K
Clients per advisor156382
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, Jan 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 InvestmentsIntegrated Advisors
Schedule Apps
Acuity Scheduling–Uses it–
Video Meetings & Messaging
Zoom–Uses it–
Website Builders
SquarespaceUses itUses it–