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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 Mangan Wealth Management (swap one in):+ Walker Financial Advisors Inc $233.3M · Mission Viejo, CA+ Aspirean Wealth, LLC $233.2M · Mill Valley, CA+ Baring Financial LLC $210.3M · Bellingham, WA+ Smart Portfolios, LLC $210.3M · Lake Forest Park, WA
Seattle, WA
Vancouver, WA
Hurricane, WV
Assets under management$222M$233.8M$233.1M
Asset growth, last 2 years+54%−15%+21%
Advisory staff243
Individual clients173260276
Assets per client$1.3M$899K$845K
Clients per advisor876592
Main custodian–FidelitySchwab
Filing with the SEC since202120222012 or earlier
Tools in their stack132
People on Advicer.bio–53

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

ToolMangan Wealth ManagementHelium Advisors LLCIronwood Wealth Management, Inc.
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
CRM
Envestnet Tamarac––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Mangan Wealth Management: none listed · Helium Advisors LLC: Fidelity, Schwab · Ironwood Wealth Management, Inc.: Schwab