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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):+ Kw Wealth Management LLC $121.9M+ Arbalpha $121.6M · Miami, FL+ Ridgeview Financial Planning $110M · Santa Rosa, CA+ Barnegat Bay Capital Management LLC $109.9M
Toronto, Ontario
Sheridan, WY
Newton, MA
Assets under management$115.7M$121.7M$109.9M
Asset growth, last 2 years–+13%+2,373%
Advisory staff222
Individual clients6218593
Assets per client$1.9M$658K$1.2M
Clients per advisor319347
Main custodian–SchwabSchwab
Filing with the SEC since20242012 or earlier2018
Tools in their stack–––
People on Advicer.bio122

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Manrke Wealth: none listed · Cypress Capital Management, LLC: Schwab, Morgan Stanley · Renaissance Wealth Advisors, LLC: Schwab