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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):+ Aspirean Wealth, LLC $233.2M · Mill Valley, CA+ Ironwood Wealth Management, Inc. $233.1M · Hurricane, WV+ Baring Financial LLC $210.3M · Bellingham, WA+ Smart Portfolios, LLC $210.3M · Lake Forest Park, WA
Seattle, WA
Vancouver, WA
Mission Viejo, CA
Assets under management$222M$233.8M$233.3M
Asset growth, last 2 years+54%−15%+23%
Advisory staff243
Individual clients173260178
Assets per client$1.3M$899K$1.3M
Clients per advisor876559
Main custodian–FidelitySchwab
Filing with the SEC since202120222012 or earlier
Tools in their stack133
People on Advicer.bio–53

From each firm's latest Form ADV (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.

ToolMangan Wealth ManagementHelium Advisors LLCWalker Financial Advisors Inc
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses itUses it
Planning Light
AdvyzonUses it––
Website Builders
Wix––Uses it

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