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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 Mindful Wealth (swap one in):+ Clarity Financial, LLC $38.3M+ Mallery Financial $38.3M+ Aspen Wealth Planners LLC $34.6M+ Davis Investment Group, LTD. $34.6M
St. Louis, MO
O'fallon, MO
Mount Pleasant, SC
Assets under management$36.4M$38.6M$38.3M
Asset growth, last 2 years––+636%
Advisory staff113
Individual clients7186138
Assets per client$513K$449K$277K
Clients per advisor718646
Main custodian–––
Filing with the SEC since202620262016
Tools in their stack3–2
People on Advicer.bio212

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

ToolMindful WealthCentorbi Financial Group, Inc.J. Benjamin Financial, LLC
Advisor Lead Gen
WealthtenderUses it––
Custodial Platform
Interactive Brokers––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––