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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 Mfp, LLC (swap one in):+ Panos Financial Partners, LLC $42M · Boston, MA+ John C. Gower, CFP, Ea $42M+ Sovereign Financial Services $38M · Rocky Hill, CT+ King Financial Investments Inc $38M
Birmingham, AL
South Orange, NJ
Assets under management$40M$42M$42M
Asset growth, last 2 years–+8%+155%
Advisory staff111
Individual clients4223112
Assets per client$951K$1.8M$375K
Clients per advisor4223112
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2021
Tools in their stack––2
People on Advicer.bio111

From each firm's latest Form ADV (Feb 2026, Nov 2024, 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

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.

ToolMfp, LLCEsd Advisory Services IncMalone Wealth Ventures LLC
Custodial Platform
SEI––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Mfp, LLC: none listed · Esd Advisory Services Inc: none listed · Malone Wealth Ventures LLC: Schwab