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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 Macaulay & Associates, LLC (swap one in):+ Seagrass Financial, LLC $85.5M+ Northstar Wealth Management, Inc. $85.5M · Bloomington, MN+ Alupka Asset Management $77.2M · Driggs, ID+ Integrated Planning LLC $76.7M · Aiken, SC
Fort Mill, SC
Mount Pleasant, SC
Kentfield, CA
Assets under management$81.3M$86.1M$85.5M
Asset growth, last 2 years–+72%–
Advisory staff111
Individual clients13730220
Assets per client$594K$285K$4.3M
Clients per advisor13730220
Main custodian–––
Filing with the SEC since202620212026
Tools in their stack4––
People on Advicer.bio111

From each firm's latest Form ADV (Aug 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

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.

ToolMacaulay & Associates, LLCBowen WealthReicher Capital Management, LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
Envestnet MoneyGuideUses it––
Schedule Apps
CalendlyUses it––