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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 Ma Private Wealth, LLC (swap one in):+ Jmac Enterprises LLC $722.4M · Newtown, PA+ Rs Crum Inc. $720.7M · Newport Beach, CA+ Weber Asset Management, Inc. $651.5M · Lake Success, NY+ Heritage Wealth Management, Inc. $643.4M · San Diego, CA
San Carlos, CA
Boynton Beach, FL
Encino, CA
Assets under management$686M$720.8M$731.9M
Asset growth, last 2 years+34%+38%+32%
Advisory staff548
Individual clients366818680
Assets per client$1.9M$881K$1.1M
Clients per advisor7320585
Main custodianFidelityPershingSchwab
Filing with the SEC since201720182012 or earlier
Tools in their stack42–
People on Advicer.bio548

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

ToolMa Private Wealth, LLCMateretsky Financial GroupNavalign, LLC
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)Uses it––
CRM
HubSpotUses it––
Portfolio Management
OrionUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Ma Private Wealth, LLC: Fidelity · Materetsky Financial Group: Pershing · Navalign, LLC: Schwab