Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Mbl Advisors (swap one in):+ Salem Partners Wealth Management, LLC $1.5B · Los Angeles, CA+ Tower Bridge Advisors $1.49B · West Conshohocken, PA+ Fifth Avenue Family Office $1.35B · Naples, FL+ Intellus Advisors, LLC $1.35B · Naples, FL
Charlotte, NC
Raleigh, NC
Wilmington, NC
Assets under management$1.42B$1.54B$1.32B
Asset growth, last 2 years+50%+53%+39%
Advisory staff101512
Individual clients270872476
Assets per client$5.3M$1.8M$2.8M
Clients per advisor275840
Main custodianSchwabPershingSchwab
Filing with the SEC since20192012 or earlier2018
Tools in their stack3–2
People on Advicer.bio101610

From each firm's latest Form ADV (Mar 2026, May 2026, Oct 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.

ToolMbl AdvisorsFinancial Symmetry Inc.Live Oak Private Wealth, LLC
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Mbl Advisors: Schwab · Financial Symmetry Inc.: Pershing · Live Oak Private Wealth, LLC: Schwab