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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 Mjb Financial Planning (swap one in):+ Meridian Financial Group, Inc. $63.3M · Milwaukie, OR+ Quoinage Capital LLC $63.3M+ Nottinghill Investment Advisers, LTD $57.2M · Cincinnati, OH+ Canterbury Tollgate $57.2M · Brentwood, TN
Lincoln, NE
Newport Beach, CA
Traverse City, MI
Assets under management$60.2M$63.3M$63.4M
Asset growth, last 2 years––+217%
Advisory staff1101
Individual clients25237136
Assets per client$2.4M$267K$466K
Clients per advisor2524136
Main custodian––Schwab
Filing with the SEC since202620262018
Tools in their stack––4
People on Advicer.bio191

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

ToolMjb Financial PlanningLifetime Financial, Inc.Tremonte Financial Consultants
Custodial Platform
Axos––Uses it
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Mjb Financial Planning: none listed · Lifetime Financial, Inc.: none listed · Tremonte Financial Consultants: Schwab