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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 Mdrn Wealth (swap one in):+ Baughman Financial Group $76.4M · Novato, CA+ The Mcbride Group $76.3M · Petaluma, CA+ Bangerter Financial Services, Inc. $68.8M · Roseville, CA+ Anacapa Financial, LLC $68.7M · Ventura, CA
Venice, CA
Sacramento, CA
San Rafael, CA
Assets under management$72.5M$76.2M$76.1M
Asset growth, last 2 years––−74%
Advisory staff112
Individual clients8714094
Assets per client$833K$544K$810K
Clients per advisor8714047
Main custodian––Schwab
Filing with the SEC since202620262018
Tools in their stack3––
People on Advicer.bio412

From each firm's latest Form ADV (Aug 2026, Jan 2026, Sep 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.

ToolMdrn WealthAaron Geoffrey TurnerMarin Wealth Advisors LLC
Custodial Platform
AltruistUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Mdrn Wealth: none listed · Aaron Geoffrey Turner: none listed · Marin Wealth Advisors LLC: Schwab