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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):+ Colligan Advisory, LLC $70.2M+ American Wealth Protection Financial, LLC $70.2M · Manchester, NH+ Joiner Financial, LLC $63.4M · El Dorado Hills, CA+ Bay Hill Capital Management USA, LLC $63.4M
Denver, CO
Santa Barbara, CA
Assets under management$66.8M$70.2M$70.2M
Asset growth, last 2 years––−5%
Advisory staff153
Individual clients2515544
Assets per client$2.7M$453K$1.6M
Clients per advisor253115
Main custodian––Schwab
Filing with the SEC since202620262013
Tools in their stack261
People on Advicer.bio152

From each firm's latest Form ADV (Mar 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

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.

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

Custodians on Form ADV: Margin: none listed · Rise Financial Partners: none listed · Wang Financial, LLC: Schwab