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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):+ Adams-Hansen & Associates $66.3M · Minnetonka, MN+ Vision Wealth Planning, LLC $66.2M · Glen Allen, VA+ B1b Financial Solutions $59.9M+ Collective Wealth Partners, LLC $59.9M · Atlanta, GA
Virginia Beach, VA
Assets under management$63.1M$66.2M$66.3M
Asset growth, last 2 years––+8%
Advisory staff121
Individual clients608923
Assets per client$1.1M$744K$2.9M
Clients per advisor604523
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack–4–
People on Advicer.bio121

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

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 AdvisorsToner Asset Management Group, Inc.
Custodial Platform
Axos–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Mg Financial, Inc.: none listed · Alexis Advisors: none listed · Toner Asset Management Group, Inc.: Schwab