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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):+ Clean Yield Asset Management $571.2M · Norwich, VT+ Sanchez Wealth Management Group, LLC $571.2M · Jacksonville, FL+ Prudent Investors $515.8M · Lake Forest, CA+ Venator Management LLC $511.7M · Pittsburgh, PA
Monroeville, PA
Leola, PA
Friendswood, TX
Assets under management$543.4M$576M$571.2M
Asset growth, last 2 years+31%+47%+50%
Advisory staff3313
Individual clients456129922
Assets per client$1.2M$4.5M$619K
Clients per advisor1524371
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120212019
Tools in their stack–13
People on Advicer.bio5315

From each firm's latest Form ADV (May 2026, Mar 2026, Jul 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 InvestmentsLifestyle Asset Management, Inc.
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Marion Wealth Management: Schwab · G&H Investments: Schwab · Lifestyle Asset Management, Inc.: Schwab