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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 Marion Wealth Management (swap one in):+ Sanchez Wealth Management Group, LLC $571.2M · Jacksonville, FL+ Lifestyle Asset Management, Inc. $571.2M · Friendswood, TX+ Prudent Investors $515.8M · Lake Forest, CA+ Venator Management LLC $511.7M · Pittsburgh, PA
Monroeville, PA
Leola, PA
Norwich, VT
Assets under management$543.4M$576M$571.2M
Asset growth, last 2 years+31%+47%+12%
Advisory staff338
Individual clients456129246
Assets per client$1.2M$4.5M$2.3M
Clients per advisor1524331
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120212012 or earlier
Tools in their stack–11
People on Advicer.bio536

From each firm's latest Form ADV (May 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

Advisory staff

Individual clients

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.

ToolMarion Wealth ManagementG&H InvestmentsClean Yield Asset Management
CRM
SS&C Black Diamond––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Marion Wealth Management: Schwab · G&H Investments: Schwab · Clean Yield Asset Management: Schwab