Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Mfc Portfolios, Inc (swap one in):+ Arkagos Advisors & Asset Management, Inc. $64.5M · Alexandria, VA+ Vomund Investment Management, LLC $64.5M · Incline Village, NV+ Northwest Criterion Asset Management, L.l.c. $58.3M · Princeton, NJ+ Retire Sensibly LLC $58.3M · Meridian, ID
Lehi, UT
Assets under management$61.4M$64.5M$58.2M
Asset growth, last 2 years––+47%
Advisory staff132
Individual clients37132438
Assets per client$1.7M$489K$133K
Clients per advisor3744219
Main custodian––Folio
Filing with the SEC since202620262020
Tools in their stack141
People on Advicer.bio134

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

ToolMfc Portfolios, IncThe Freyr GroupMy Prosper Team
Financial Planning
eMoneyUses itUses it–
RightCapital (Right Capital)–Uses it–
Custodial Platform
Altruist–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Mfc Portfolios, Inc: none listed · The Freyr Group: none listed · My Prosper Team: Folio, Schwab