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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 Mg Financial, Inc. (swap one in):+ Toner Asset Management Group, Inc. $66.3M · Virginia Beach, VA+ Vision Wealth Planning, LLC $66.2M · Glen Allen, VA+ B1b Financial Solutions $59.9M+ Rising Tides Financial, LLC $59.9M
Atlanta, GA
Assets under management$63.1M$66.2M$59.9M
Asset growth, last 2 years––+82%
Advisory staff126
Individual clients6089194
Assets per client$1.1M$744K$309K
Clients per advisor604532
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack–41
People on Advicer.bio123

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

ToolMg Financial, Inc.Alexis AdvisorsCollective Wealth Partners, LLC
Custodial Platform
Axos–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Mg Financial, Inc.: none listed · Alexis Advisors: none listed · Collective Wealth Partners, LLC: Schwab