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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+ Mdrn Wealth $72.5M · Venice, CA+ Julius Arthur Seibert & Company, LLC $65.5M · Cincinnati, OH+ Stewardship Financial Planning $65.5M · Tarrytown, NY
Clarks Green, PA
Assets under management$69M$72.5M$72.5M
Asset growth, last 2 years+25%––
Advisory staff242
Individual clients3610275
Assets per client$1.9M$711K$967K
Clients per advisor182638
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––1
People on Advicer.bio242

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

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.Plectrum Advisers LLC
Schedule Apps
Calendly––Uses it