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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 Margin (swap one in):+ American Wealth Protection Financial, LLC $70.2M · Manchester, NH+ Wang Financial, LLC $70.2M · Santa Barbara, CA+ Joiner Financial, LLC $63.4M · El Dorado Hills, CA+ Bradford Capital Management, LLC $63.4M
Denver, CO
Assets under management$66.8M$70.2M$63.4M
Asset growth, last 2 years–––
Advisory staff151
Individual clients2515587
Assets per client$2.7M$453K$729K
Clients per advisor253187
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack262
People on Advicer.bio151

From each firm's latest Form ADV (Mar 2026, Aug 2026, Feb 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.

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.

ToolMarginRise Financial PartnersBay Hill Capital Management USA, LLC
Advisor Lead Gen
Fee-Only NetworkUses it––
SmartAsset–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Altruist–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses itUses it