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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):+ Seamless Financial Planning $9.1M+ Layari Financial $9.1M · Brea, CA+ Lionsight Capital, LLC $8.2M+ Plan Wise Wealth Group, LLC $8.2M · Indianapolis, IN
Mclean, VA
Franklin, IN
Assets under management$8.7M$9.1M$8.2M
Asset growth, last 2 years–––
Advisory staff113
Individual clients60535
Assets per client$145K$1.8M$235K
Clients per advisor60512
Main custodian–––
Filing with the SEC since202620232026
Tools in their stack–12
People on Advicer.bio1–3

From each firm's latest Form ADV (Mar 2026, May 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 MoneyPillar Wealth LLC
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Wix––Uses it