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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 Matriarch Wealth Management, LLC (swap one in):+ Rcs Financial Planning, LLC $281M · Annapolis, MD+ Wms Advisors, LLC $280.9M · Charlotte, NC+ Canty Wealth Management $254M · Ballston Spa, NY+ Defined Wealth Management, LLC $254M · Beaverton, OR
Tallahassee, FL
Charlotte, NC
Assets under management$267.3M$280.9M$280.7M
Asset growth, last 2 years+124%+163%+57%
Advisory staff257
Individual clients70381451
Assets per client$3.8M$737K$622K
Clients per advisor357664
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320232021
Tools in their stack431
People on Advicer.bio247

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

ToolMatriarch Wealth Management, LLCSeven Hills Financial, LLCWorth Advisors
Financial Planning
eMoneyUses it––
Envestnet MoneyGuide–Uses it–
Custodial Platform
Charles SchwabUses itUses it–
Digital Marketing
Mailchimp––Uses it
Performance Reporting
AddeparUses it––
Planning Light
Advyzon–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Matriarch Wealth Management, LLC: Schwab · Seven Hills Financial, LLC: Schwab · Worth Advisors: Schwab, Trade-PMR