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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 Manrke Wealth (swap one in):+ Evans Wealth Management $122M · Gallipolis, OH+ Arbalpha $121.6M · Miami, FL+ Ridgeview Financial Planning $110M · Santa Rosa, CA+ Barnegat Bay Capital Management LLC $109.9M
Toronto, Ontario
Sheridan, WY
Assets under management$115.7M$121.7M$121.9M
Asset growth, last 2 years–+13%–
Advisory staff221
Individual clients6218580
Assets per client$1.9M$658K$1.5M
Clients per advisor319380
Main custodian–SchwabInteractive Brokers
Filing with the SEC since20242012 or earlier2024
Tools in their stack––2
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.

ToolManrke WealthCypress Capital Management, LLCKw Wealth Management LLC
Custodial Platform
Interactive Brokers––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Manrke Wealth: none listed · Cypress Capital Management, LLC: Schwab, Morgan Stanley · Kw Wealth Management LLC: Interactive Brokers