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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 Mission Retirement (swap one in):+ Gateway Asset Management, LLC $70.6M · Independence, OH+ Madrona Wealth Management LLC $70.6M+ Vermilion Asset Management, LLC $63.7M · Lafayette, LA+ Money Advisors, Inc. Dba Century Investment Planning $63.7M · Augusta, GA
Tomball, TX
Fort Worth, TX
Assets under management$67.1M$70.9M$70.5M
Asset growth, last 2 years–−1%–
Advisory staff112
Individual clients143129111
Assets per client$469K$550K$635K
Clients per advisor14312956
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack2–5
People on Advicer.bio112

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

ToolMission RetirementGreen Investment Management, Inc.Outpost Advisors, LLC
Custodial Platform
Altruist––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
Calendly––Uses it
TAMP
GeoWealth––Uses it
Website Builders
Squarespace––Uses it