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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):+ Madrona Wealth Management LLC $70.6M+ Outpost Advisors, LLC $70.5M+ Vermilion Asset Management, LLC $63.7M · Lafayette, LA+ Money Advisors, Inc. Dba Century Investment Planning $63.7M · Augusta, GA
Tomball, TX
Fort Worth, TX
Durham, NC
Assets under management$67.1M$70.9M$63.7M
Asset growth, last 2 years–−1%+611%
Advisory staff1114
Individual clients1431291,657
Assets per client$469K$550K$38K
Clients per advisor143129118
Main custodian––Altruist
Filing with the SEC since20262012 or earlier2023
Tools in their stack2–3
People on Advicer.bio1114

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

ToolMission RetirementGreen Investment Management, Inc.Slp Wealth
Cash Management/Budgeting
Monarch––Uses it
Custodial Platform
Altruist––Uses it
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Mission Retirement: none listed · Green Investment Management, Inc.: none listed · Slp Wealth: Altruist