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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 Mercurio Wealth Advisors (swap one in):+ Tax Efficient Asset Management Solution, Inc. $148.3M · Newport Beach, CA+ Dreher Financial Partners $148.2M · Southern Pines, NC+ Stone Island Financial Planning $134M · Naperville, IL+ Gw Financial $133.8M · Reno, NV
Louisville, KY
Mt. Sterling, KY
Houston, TX
Assets under management$141.1M$148.3M$148.1M
Asset growth, last 2 years+53%–+175%
Advisory staff333
Individual clients44616021
Assets per client$316K$927K$7.1M
Clients per advisor149537
Main custodianFidelityFidelity–
Filing with the SEC since202120242023
Tools in their stack––1
People on Advicer.bio334

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.

ToolMercurio Wealth AdvisorsTownsend Financial PlanningStavis Wealth Transfer Solutions
CRM
HubSpot––Uses it

Custodians on Form ADV: Mercurio Wealth Advisors: Fidelity, Schwab · Townsend Financial Planning: Fidelity · Stavis Wealth Transfer Solutions: none listed