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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 Maranantha Financial (swap one in):+ Granite State Capital Management, LLC $9.1M+ Seamless Financial Planning $9.1M+ Lionsight Capital, LLC $8.2M+ Plan Wise Wealth Group, LLC $8.2M · Indianapolis, IN
Mclean, VA
Brea, CA
Assets under management$8.7M$9.1M$9.1M
Asset growth, last 2 years–––
Advisory staff111
Individual clients60546
Assets per client$145K$1.8M$198K
Clients per advisor60546
Main custodian–––
Filing with the SEC since202620232026
Tools in their stack–17
People on Advicer.bio1–1

From each firm's latest Form ADV (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

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.

ToolMaranantha FinancialBenjamins MoneyLayari Financial
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Cash Management/Budgeting
Monarch––Uses it
Client Texting
CurrentClient––Uses it
CRM
Slant (Slant CRM)––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Wix––Uses it