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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):+ Legacy Investment Strategies, LLC $111.4M · Metairie, LA+ Goi $111.3M · Miami, FL+ W.k. Cooper II Asset Management Corporation $100.5M · Champaign, IL+ Bridge Financial Planning, LLC $100.4M
Boulder, CO
New York, NY
Assets under management$105.8M$111.3M$111.3M
Asset growth, last 2 years+15%+92%–
Advisory staff121
Individual clients4512734
Assets per client$2.4M$877K$3.3M
Clients per advisor456434
Main custodianSchwab––
Filing with the SEC since20192012 or earlier2024
Tools in their stack25–
People on Advicer.bio121

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

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 IncThe Quick Group LLC
Advisor Lead Gen
Financial Advisors (Plan the Possibilities)–Uses it–
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
AdvyzonUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Markiz Wealth Management: Schwab · Financial Mountain Inc: none listed · The Quick Group LLC: none listed