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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 Mader & Shannon Wealth Management (swap one in):+ Modum Asset Management LLC $283.2M · Mexico City+ Bulman Wealth Group $283M · Roseville, CA+ Sonoma West Advisors $255.9M+ Peakstone Financial Advisors $255.9M · Chevy Chase, MD
Kansas City, MO
Armonk, NY
Jacksonville, FL
Assets under management$269.4M$283M$282.9M
Asset growth, last 2 years+18%+68%+90%
Advisory staff924
Individual clients3391311,236
Assets per client$795K$2.2M$229K
Clients per advisor3866309
Main custodianSchwabPershingSEI
Filing with the SEC since2012 or earlier20232023
Tools in their stack5––
People on Advicer.bio824

From each firm's latest Form ADV (Aug 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.

ToolMader & Shannon Wealth ManagementSilverberg Bernstein Capital ManagementCovingtonalsina
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles SchwabUses it––
Estate Planning
VanillaUses it––
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Mader & Shannon Wealth Management: Schwab · Silverberg Bernstein Capital Management: Pershing · Covingtonalsina: SEI