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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 Marshall Financial (swap one in):+ Onlyfunds $314K+ Mdo Financial Planning, LLC $312K+ Kerns Legacy Planning $277K · Phoenix, AZ+ Abacus Wealth International (Awi) $274K · Santa Ana, CA
St. Petersburg, FL
Austin, TX
Assets under management$295K$313K$314K
Asset growth, last 2 years––+528%
Advisory staff111
Individual clients203460
Assets per client$15K$104K$682.6086956521739
Clients per advisor203460
Main custodian–––
Filing with the SEC since202620262023
Tools in their stack2–3
People on Advicer.bio111

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

ToolMarshall FinancialMozella Asset ManagementUnifimoney RIA
CRM
HubSpot––Uses it
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Mailchimp––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Webflow––Uses it