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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 Mbr Financial (swap one in):+ Burling Wealth Partners $1B · Chicago, IL+ Bluesky Wealth Advisors, LLC $1B · New Bern, NC+ Alley Company $907.2M · Lake Forest, IL+ Richard P. Slaughter Associates, Inc. $905.2M · Austin, TX
Houston, TX
San Antonio, TX
Dallas, TX
Assets under management$956.4M$1.01B$1.02B
Asset growth, last 2 years+22%+55%+53%
Advisory staff6116
Individual clients4802,480510
Assets per client$2M$409K$2M
Clients per advisor8022585
Main custodianFidelitySchwabSchwab
Filing with the SEC since201320192012 or earlier
Tools in their stack243
People on Advicer.bio6117

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

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.

ToolMbr FinancialTeamwork Financial Advisors, LLCPerryman Financial Advisory, Inc.
Financial Planning
eMoneyUses it–Uses it
RightCapital (Right Capital)–Uses it–
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
AdvisorStream––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Mbr Financial: Fidelity · Teamwork Financial Advisors, LLC: Schwab · Perryman Financial Advisory, Inc.: Schwab