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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 Millennium Planning Group, LLC (swap one in):+ Collective Wealth Planning $36M · Salem, OR+ Blue Chip Financial Planning, LLC $36M+ Modern Wealth LLC $32.5M+ Franklin Trend Investment Management, LLC $32.5M · Boise, ID
Pittsboro, NC
Dublin, OH
Assets under management$34.2M$36M$36M
Asset growth, last 2 years–––
Advisory staff321
Individual clients10534129
Assets per client$326K$1.1M$279K
Clients per advisor3517129
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack1241
People on Advicer.bio321

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

ToolMillennium Planning Group, LLCColumbus Wealth ManagementBeacon Asset Management
Email & Office Suites
Google WorkspaceUses it––
Microsoft 365–Uses it–
Advice Engagement
fpPathfinderUses it––
Advisor Lead Gen
Fee-Only Network–Uses it–
AI Platforms
Google GeminiUses it––
Client Texting
CurrentClientUses it––
Communications Archiving/Monitoring
ComplyUses it––
CRM
Slant (Slant CRM)Uses it––
Custodial Platform
SEIUses it––
Digital Marketing
Snappy KrakenUses it––
Estate Planning
EncorEstate PlansUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
Orion–Uses it–
Schedule Apps
CalendlyUses it––
Video Meetings & Messaging
ZoomUses it––
Website Builders
Wix–Uses itUses it