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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 Manuka Financial (swap one in):+ Powell Wealth $229.2M · Cornelius, NC+ Hippocratic Financial Advisors $229M · Westlake Village, CA+ Purtill Financial LLC $207.1M · Highland Heights, OH+ Lake Hills Wealth Management, LLC $206.9M · Austin, TX
Grosse Pointe, MI
Wilmington, NC
Assets under management$218.1M$229.1M$207.2M
Asset growth, last 2 years–+64%+51%
Advisory staff222
Individual clients5618987
Assets per client$3.9M$1.2M$2.4M
Clients per advisor289544
Main custodianSchwabFidelityFidelity
Filing with the SEC since202420242023
Tools in their stack452
People on Advicer.bio222

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

ToolManuka FinancialAntonelli Financial Advisors, LLCCounterweight Private Wealth
CRM
Envestnet Tamarac–Uses it–
HubSpot––Uses it
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)Uses itUses it–
eMoney––Uses it
Website Builders
WebflowUses it––
Wix–Uses it–
Portfolio Management
CapitectUses it––

Custodians on Form ADV: Manuka Financial: Schwab · Antonelli Financial Advisors, LLC: Fidelity, Schwab · Counterweight Private Wealth: Fidelity