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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+ Counterweight Private Wealth $207.2M · Wilmington, NC+ Lake Hills Wealth Management, LLC $206.9M · Austin, TX
Grosse Pointe, MI
Highland Heights, OH
Assets under management$218.1M$229.1M$207.1M
Asset growth, last 2 years–+64%+24%
Advisory staff223
Individual clients56189162
Assets per client$3.9M$1.2M$1.3M
Clients per advisor289554
Main custodianSchwabFidelitySchwab
Filing with the SEC since202420242017
Tools in their stack451
People on Advicer.bio223

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, LLCPurtill Financial LLC
Website Builders
Squarespace––Uses it
WebflowUses it––
Wix–Uses it–
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)–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 · Purtill Financial LLC: Schwab