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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 Mainland Financial (swap one in):+ Hussmen Financial $43.8M · Midlothian, VA+ Sector Logic, LP $43.8M · Santa Ana, CA+ Vineyard Wealth Advisory LLC $39.5M+ Balanced Capital $39.5M
Sarasota, FL
Orlando, FL
Rolling Meadows, IL
Assets under management$41.6M$44.2M$43.7M
Asset growth, last 2 years–––
Advisory staff121
Individual clients251599
Assets per client$1.7M$2.9M$442K
Clients per advisor25899
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–45
People on Advicer.bio121

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

ToolMainland FinancialOakmonte Wealth ManagementLeading Edge Wealth Management, LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Financial Planning
Envestnet MoneyGuide–Uses it–
RightCapital (Right Capital)––Uses it
Client File Sharing
ShareFile–Uses it–
Planning Light
Advyzon––Uses it
Retirement Planning
Income Lab––Uses it
Schedule Apps
Calendly––Uses it