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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 Marathon Financial Advisors (swap one in):+ Volkman Wealth Management, LLC $72.5M+ Plectrum Advisers LLC $72.5M+ Julius Arthur Seibert & Company, LLC $65.5M · Cincinnati, OH+ Stewardship Financial Planning $65.5M · Tarrytown, NY
Clarks Green, PA
Venice, CA
Assets under management$69M$72.5M$72.5M
Asset growth, last 2 years+25%––
Advisory staff241
Individual clients3610287
Assets per client$1.9M$711K$833K
Clients per advisor182687
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––3
People on Advicer.bio244

From each firm's latest Form ADV (Jan 2026, Jul 2026, Aug 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

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.

ToolMarathon Financial AdvisorsStone Securities Inc.Mdrn Wealth
Custodial Platform
Altruist––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it