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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 Meenes Wealth Partners (swap one in):+ Crawford Wealth Management $53M+ Konnect Health and Wealth $53M+ Franklin Street Capital LLC $47.8M+ The Leonard Financial Group, LLC $47.8M · Riverside, CA
Los Angeles, CA
Upper Arlington, OH
Assets under management$50.4M$53M$53M
Asset growth, last 2 years–––
Advisory staff131
Individual clients1924460
Assets per client$2.7M$217K$883K
Clients per advisor198160
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–22
People on Advicer.bio131

From each firm's latest Form ADV (Jul 2026, Apr 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.

ToolMeenes Wealth PartnersBlacklines FinancialFiducia Wealth Management
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–
Video Meetings & Messaging
Zoom–Uses it–
Website Builders
Wix––Uses it