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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 Magnolia Capital Management (swap one in):+ Rolek Retirement Planning $239.2M · Berwyn, PA+ Birchview Capital, LP $239.1M · Burlington, VT+ Prosperity Advisory Group LLC $216M · Victor, NY+ Florian Financial Group LLC $215M · Williamsville, NY
Cold Spring, NY
Brooklyn, NY
Mount Pleasant, SC
Assets under management$227.7M$239.7M$239.1M
Asset growth, last 2 years+13%+36%+41%
Advisory staff333
Individual clients57118536
Assets per client$4M$2M$446K
Clients per advisor1939179
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack–22
People on Advicer.bio433

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

ToolMagnolia Capital ManagementBrewster Financial Planning LLCSaos Capital, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Snappy Kraken–Uses it–

Custodians on Form ADV: Magnolia Capital Management: none listed · Brewster Financial Planning LLC: Schwab · Saos Capital, LLC: Fidelity