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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 Mag Cap (swap one in):+ Tfc Financial Management Inc $1.78B · Boston, MA+ Bitterroot Capital Advisors LLC $1.78B · Bozeman, MT+ Bouchey Financial Group, LTD. $1.61B · Troy, NY+ Financial Plan, Inc. $1.6B · Bellingham, WA
Ridgeland, MS
New York, NY
Bellevue, WA
Assets under management$1.69B$1.78B$1.78B
Asset growth, last 2 years+91%+39%+40%
Advisory staff13928
Individual clients1,4373,030724
Assets per client$1.2M$587K$2.5M
Clients per advisor1113391
Main custodianRaymond James–Schwab
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack11–
People on Advicer.bio161008

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

ToolMag CapAegis Capital Corp.Auxano Advisors
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Mag Cap: Raymond James · Aegis Capital Corp.: none listed · Auxano Advisors: Schwab