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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 Mindstate Capital LLC (swap one in):+ Retirement Resource Wealth Management, LLC $73.5M · West Fargo, ND+ Anthony Investment Management, LLC $73.5M · Wheeling, WV+ Riverside Investment Management, Inc. $66.4M+ Living Room Wealth Management $66.4M
Memphis, TN
Wexford, PA
Assets under management$70M$73.5M$66.5M
Asset growth, last 2 years–––
Advisory staff212
Individual clients165154
Assets per client$4.4M$1.4M$1.2M
Clients per advisor85127
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–11
People on Advicer.bio212

From each firm's latest Form ADV (Mar 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.

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.

ToolMindstate Capital LLCResilient Asset ManagementKeystone Investment Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly–Uses it–