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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 Mint Asset Management LLC (swap one in):+ Alpha Capital LLC $67.8M · Lubbock, TX+ Keystone Advisory Group $67.8M · Hollister, CA+ Patriot Asset Advisors, LLC $61.3M · Pataskala, OH+ Anchor Capital Management, LLC $61.2M · Ithaca, NY
New York, NY
Hague, NY
Gainesville, GA
Assets under management$64.5M$68.2M$67.8M
Asset growth, last 2 years+47%+34%–
Advisory staff414
Individual clients5649298
Assets per client$1.2M$1.4M$227K
Clients per advisor144975
Main custodianSchwabSchwab–
Filing with the SEC since202420212026
Tools in their stack211
People on Advicer.bio413

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

ToolMint Asset Management LLCParlin Advisors LLCFiduciary Capital, Inc.
Website Builders
WebflowUses it––
Wix–Uses it–
Client File Sharing
Dropbox––Uses it
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Mint Asset Management LLC: Schwab · Parlin Advisors LLC: Schwab · Fiduciary Capital, Inc.: none listed