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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 Maisch Financial Partners, LLC (swap one in):+ Transform Retirement $17.7M+ Highrise Wealth Management $17.6M · Miami, FL+ Boz & Company LLC $15.9M · Lake Oswego, OR+ Reatherford Wealth Management LLC $15.9M · Peoria, IL
Mount Laurel, NJ
Orlando, FL
Assets under management$16.8M$17.6M$17.6M
Asset growth, last 2 years–––
Advisory staff111
Individual clients2544106
Assets per client$671K$401K$166K
Clients per advisor2544106
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack249
People on Advicer.bio111

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

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.

ToolMaisch Financial Partners, LLCNew Era AdvisorySaubel Financial Group
Financial Planning
RightCapital (Right Capital)–Uses itUses it
eMoneyUses it––
Hazel––Uses it
Advisory Fee Billing
AdvicePay–Uses it–
Client Texting
CurrentClient––Uses it
Communications Archiving/Monitoring
MirrorWeb––Uses it
CRM
Wealthbox––Uses it
Custodial Platform
Altruist–Uses itUses it
Digital Marketing
FMG (FMG Suite)––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
WebflowUses it––