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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 Mattern Capital Management, LLC (swap one in):+ Oak Harvest Investment Services $1.14B · Houston, TX+ Provident Investment Management, Inc. $1.13B · Novi, MI+ Asset Allocation Strategies, LLC $1.02B · Farmington, MI+ Peak Asset Management, LLC $1.01B · Louisville, CO
Lakewood, CO
Bel Air, MD
Braintree, MA
Assets under management$1.07B$1.13B$1.13B
Asset growth, last 2 years+17%+39%−0%
Advisory staff7134
Individual clients4041,087115
Assets per client$2.7M$1M$9.8M
Clients per advisor588429
Main custodianSchwabFidelityFidelity
Filing with the SEC since201820202012 or earlier
Tools in their stack122
People on Advicer.bio8163

From each firm's latest Form ADV (Jul 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.

ToolMattern Capital Management, LLCThe Kelly GroupMg Financial LLC
CRM
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Financial Planning
eMoneyUses it––
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Mattern Capital Management, LLC: Schwab · The Kelly Group: Fidelity · Mg Financial LLC: Fidelity, Pershing