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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 Portfolio Advisors (swap one in):+ Elion Financial, LLC $47.8M · Tucson, AZ+ Ziment Financial Advisors, Inc. $47.8M+ O'dowd Asset Management LLC $43.1M · Morristown, NJ+ Burton Wealth Management $43.1M · Scottsdale, AZ
Bothell, WA
Assets under management$45.5M$47.8M$43.1M
Asset growth, last 2 years––+15%
Advisory staff212
Individual clients1612376
Assets per client$283K$2.1M$567K
Clients per advisor812338
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack––1
People on Advicer.bio212

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

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 Portfolio AdvisorsMac Investment ManagementInvestor Resources Inc
Planning Light
Advyzon––Uses it