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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 Markiz Wealth Management (swap one in):+ Goi $111.3M · Miami, FL+ The Quick Group LLC $111.3M · New York, NY+ W.k. Cooper II Asset Management Corporation $100.5M · Champaign, IL+ Sagent Wealth Management $100.4M · Laguna Beach, CA
Boulder, CO
Assets under management$105.8M$111.3M$100.4M
Asset growth, last 2 years+15%+92%–
Advisory staff122
Individual clients4512794
Assets per client$2.4M$877K$1.1M
Clients per advisor456447
Main custodianSchwab–Schwab
Filing with the SEC since20192012 or earlier2024
Tools in their stack254
People on Advicer.bio122

From each firm's latest Form ADV (Apr 2026, Dec 2025, May 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.

ToolMarkiz Wealth ManagementFinancial Mountain IncBridge Financial Planning, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Advisor Lead Gen
Financial Advisors (Plan the Possibilities)–Uses it–
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoney–Uses itUses it
Planning Light
AdvyzonUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
OnceHub––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Markiz Wealth Management: Schwab · Financial Mountain Inc: none listed · Bridge Financial Planning, LLC: Schwab