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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 Mcs Family Wealth Advisors (swap one in):+ Rmr Capital Management LLC $170.8M · Tustin, CA+ Mcm Wealth $170.8M · Novato, CA+ Newbury Capital Management, LLC $154.1M · South Pasadena, CA+ Tier One Wealth Management $154M · Lone Tree, CO
St. Louis, MO
Boulder, CO
Assets under management$162.6M$170.8M$154.2M
Asset growth, last 2 years+3%–+157%
Advisory staff231
Individual clients6410213
Assets per client$2.5M$1.7M$11.9M
Clients per advisor323413
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–31
People on Advicer.bio231

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

ToolMcs Family Wealth AdvisorsToberman Becker Wealth, LLCQuish
Advisor Lead Gen
Fee-Only Network–Uses it–
SmartAsset–Uses it–
Client Data Gathering
Jotform–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Mcs Family Wealth Advisors: Schwab · Toberman Becker Wealth, LLC: Schwab · Quish: none listed