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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 Wealth Management, Inc (swap one in):+ Northfork Advisors $107.6M · Bozeman, MT+ Overland Park Wealth Management LLC $107.5M · Overland Park, KS+ Barrister $97.1M · Fort Washington, PA+ Berkshire Advisors, Inc. $97.1M · Wyomissing, PA
Phoenix, AZ
Denton, TX
Assets under management$102.3M$107.5M$107.5M
Asset growth, last 2 years––+277%
Advisory staff112
Individual clients687198
Assets per client$1.5M$1.5M$1.1M
Clients per advisor687149
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack–24
People on Advicer.bio112

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

ToolMeridian Wealth Management, IncDomask Wealth Management, LLCKipos Wealth
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Meridian Wealth Management, Inc: none listed · Domask Wealth Management, LLC: none listed · Kipos Wealth: Schwab