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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 Mb3 Consulting LLC (swap one in):+ Wasi $70.9M · Mill Valley, CA+ Green Investment Management, Inc. $70.9M · Fort Worth, TX+ Silverlight Asset Management, LLC $63.7M · Newport Beach, CA+ Mok Capital Management $63.6M · Los Altos, CA
Glendale, CA
Orange, CA
Assets under management$67.5M$71.2M$64.1M
Asset growth, last 2 years––+59%
Advisory staff112
Individual clients829267
Assets per client$823K$774K$957K
Clients per advisor829234
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–4–
People on Advicer.bio112

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

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.

ToolMb3 Consulting LLCKeep It Simple Financial PlanningGoto Financial
Financial Planning
FinDash–Uses it–
RightCapital (Right Capital)–Uses it–
Custodial Platform
Betterment Advisor Solutions–Uses it–
Website Builders
Squarespace–Uses it–