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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 Family Advisors (swap one in):+ Florian Financial Group LLC $215M · Williamsville, NY+ 4thought Financial Group Inc. $214.3M · Syosset, NY+ Integrity Wealth Partners, LLC $193.9M · Walnut Creek, CA+ Tetley Investments, LLC $193.9M · Park Ridge, IL
New York, NY
Albany, NY
Schenectady, NY
Assets under management$204.1M$214.9M$192.5M
Asset growth, last 2 years+23%+134%+27%
Advisory staff235
Individual clients7315240
Assets per client$29.2M$682K$802K
Clients per advisor410548
Main custodian–Interactive BrokersSchwab
Filing with the SEC since201320222014
Tools in their stack–13
People on Advicer.bio–25

From each firm's latest Form ADV (Sep 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.

ToolMb Family AdvisorsBroadway Advisor GroupHappiness in Retirement
CRM
HubSpot––Uses it
Custodial Platform
Interactive Brokers–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Mb Family Advisors: none listed · Broadway Advisor Group: Interactive Brokers · Happiness in Retirement: Schwab