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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 Mb Advisors LLC (swap one in):+ Wealthwise Financial Solutions, LLC $49.8M+ Halcyon Investment Advisor $49.7M+ Abbott Capital Management Corp. $45M+ Potomac Wealth Strategies, LLC $45M
Scottsdale, AZ
Assets under management$47.3M$49.7M$49.8M
Asset growth, last 2 years––+69%
Advisory staff226
Individual clients1050224
Assets per client$4.7M$994K$222K
Clients per advisor52537
Main custodian––Schwab
Filing with the SEC since202620262016
Tools in their stack–24
People on Advicer.bio223

From each firm's latest Form ADV (Sep 2026, Jul 2026, Mar 2024). 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

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.

ToolMb Advisors LLCVista Way AdvisorsBedrock Investment Advisors
Financial Planning
eMoney––Uses it
Envestnet MoneyGuide–Uses it–
Client File Sharing
Box––Uses it
Custodial Platform
SEI––Uses it
Digital Marketing
Levitate––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Mb Advisors LLC: none listed · Vista Way Advisors: none listed · Bedrock Investment Advisors: Schwab, SEI, AssetMark