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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 Mjp Wealth Advisors (swap one in):+ Scarborough Capital Management $1.64B · Annapolis, MD+ Ars Wealth Advisors $1.64B · St. Petersburg, FL+ Compass Financial Group, Inc $1.48B · Sioux Falls, SD+ Tbh Global Asset Management, LLC $1.48B · Brentwood, TN
Farmington, CT
Denver, CO
Louisville, KY
Assets under management$1.56B$1.64B$1.48B
Asset growth, last 2 years+48%+448%−20%
Advisory staff12398
Individual clients8652,734599
Assets per client$1.8M$601K$2.5M
Clients per advisor727075
Main custodianSchwabFidelityUBS
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack41–
People on Advicer.bio12504

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

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.

ToolMjp Wealth AdvisorsBuck Wealth Strategies, LLCCullinan Associates, Inc.
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
NitrogenUses itUses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Mjp Wealth Advisors: Schwab · Buck Wealth Strategies, LLC: Fidelity, Schwab · Cullinan Associates, Inc.: UBS, Fidelity