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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):+ Strategic Wealth Partners, LTD. $1.64B · Independence, OH+ Ars Wealth Advisors $1.64B · St. Petersburg, FL+ Compass Financial Group, Inc $1.48B · Sioux Falls, SD+ Cullinan Associates, Inc. $1.48B · Louisville, KY
Farmington, CT
Denver, CO
Annapolis, MD
Assets under management$1.56B$1.64B$1.64B
Asset growth, last 2 years+48%+448%+38%
Advisory staff123915
Individual clients8652,7342,664
Assets per client$1.8M$601K$617K
Clients per advisor7270178
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20222013
Tools in their stack413
People on Advicer.bio125015

From each firm's latest Form ADV (Jun 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

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, LLCScarborough Capital Management
CRM
HubSpot––Uses it
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Amplify Reviews––Uses it
Financial Planning
eMoney––Uses 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 · Scarborough Capital Management: Schwab