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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 Mbl Advisors (swap one in):+ Drive Wealth Advisers $1.5B · Lehi, UT+ 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
Los Angeles, CA
Assets under management$1.42B$1.54B$1.5B
Asset growth, last 2 years+50%+53%+315%
Advisory staff10153
Individual clients27087246
Assets per client$5.3M$1.8M$32.5M
Clients per advisor275815
Main custodianSchwabPershingSchwab
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack3–2
People on Advicer.bio10164

From each firm's latest Form ADV (Mar 2026, May 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.Salem Partners Wealth Management, LLC
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Mbl Advisors: Schwab · Financial Symmetry Inc.: Pershing · Salem Partners Wealth Management, LLC: Schwab