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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 Marrick Wealth (swap one in):+ D.h. Hill Advisors, Inc. $226.4M · Kingwood, TX+ Mentor Capital Management Inc. $226.4M · Chicago, IL+ The Herbst Group, LLC $204.8M+ Kohlhepp Investment Advisors, LTD. $204.6M · Doylestown, PA
Irvine, CA
El Segundo, CA
Walnut Creek, CA
Assets under management$215.6M$227.6M$227.4M
Asset growth, last 2 years+46%+64%+36%
Advisory staff244
Individual clients89235201
Assets per client$2.4M$968K$1.1M
Clients per advisor455950
Main custodianSchwabFidelitySchwab
Filing with the SEC since202220242020
Tools in their stack335
People on Advicer.bio256

From each firm's latest Form ADV (May 2026, Mar 2026, Sep 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.

ToolMarrick WealthThe Wealthgarden F.s. LLCEcho45 Advisors LLC
Custodial Platform
Altruist––Uses it
Betterment Advisor Solutions––Uses it
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)–Uses it–
Website Builders
SquarespaceUses it–Uses it
Wix–Uses it–
Portfolio Management
OrionUses it–Uses it
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Marrick Wealth: Schwab · The Wealthgarden F.s. LLC: Fidelity, Schwab · Echo45 Advisors LLC: Schwab