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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 Meridian Financial Group (swap one in):+ Parkside Family Office LLC $52.4M+ Rogowski Wealth Management LLC $52.4M+ Mb Advisors LLC $47.3M+ Elevate Capital Management, L.l.c. $47.3M · San Francisco, CA
Blacksburg, VA
Miami, FL
Assets under management$49.9M$52.4M$52.4M
Asset growth, last 2 years––+68%
Advisory staff111
Individual clients6411470
Assets per client$779K$459K$748K
Clients per advisor6411470
Main custodian––Stonex Financial Inc.
Filing with the SEC since202620262017
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Aug 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Meridian Financial Group: none listed · Slagel Investment Management: none listed · Fivenca Asset Management: Stonex Financial Inc., Interactive Brokers, Emfi Group Limited