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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):+ Sterling Investment Advisors,LLC $229.3M · Bolivar, MO+ Powell Wealth $229.2M · Cornelius, NC+ Counterweight Private Wealth $207.2M · Wilmington, NC+ Purtill Financial LLC $207.1M · Highland Heights, OH
Grosse Pointe, MI
Westlake Village, CA
Assets under management$218.1M$229.1M$229M
Asset growth, last 2 years–+64%+86%
Advisory staff225
Individual clients56189382
Assets per client$3.9M$1.2M$599K
Clients per advisor289576
Main custodianSchwabFidelitySchwab
Filing with the SEC since202420242024
Tools in their stack45–
People on Advicer.bio226

From each firm's latest Form ADV (Feb 2026, Jun 2026, Sep 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, LLCHippocratic Financial Advisors
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)–Uses it–
Website Builders
WebflowUses it––
Wix–Uses it–
CRM
Envestnet Tamarac–Uses it–
Financial Planning
RightCapital (Right Capital)Uses itUses it–
Portfolio Management
CapitectUses it––

Custodians on Form ADV: Manuka Financial: Schwab · Antonelli Financial Advisors, LLC: Fidelity, Schwab · Hippocratic Financial Advisors: Schwab