Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Magnifina, LLC (swap one in):+ Austin Consulting $56.8M+ Premier Financial Planning, Inc. $56.7M+ Legado Wealth Management LLC $51M · New York, NY+ Bpbi LLC $51M · New York, NY
Bedford Hills, NY
Bryan, TX
Woodbury, MN
Assets under management$53.9M$56.8M$56.8M
Asset growth, last 2 years+37%––
Advisory staff171
Individual clients1314074
Assets per client$4.1M$405K$767K
Clients per advisor132074
Main custodianSchwab––
Filing with the SEC since201920262026
Tools in their stack–1–
People on Advicer.bio171

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

ToolMagnifina, LLCEvidence Wealth, LLCHammer Advisory Services, Inc.
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Magnifina, LLC: Schwab, Interactive Brokers · Evidence Wealth, LLC: none listed · Hammer Advisory Services, Inc.: none listed