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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 Mkt and Associates LLC (swap one in):+ Hidden Cove Wealth Management $403.5M · Bainbridge Island, WA+ Raleigh Capital Management Inc. $397.8M · Cary, NC+ Kessler Investment Group, LLC $359.7M · Columbus, IN+ Novak & Powell Financial Services, Inc. $359.5M · St. Petersburg, FL
Tacoma, WA
Seattle, WA
Dillsburg, PA
Assets under management$378.7M$400.8M$397.7M
Asset growth, last 2 years+235%+100%+21%
Advisory staff311
Individual clients14652158
Assets per client$2.6M$7.7M$2.5M
Clients per advisor4952158
Main custodianSchwabSchwab–
Filing with the SEC since20242012 or earlier2020
Tools in their stack––1
People on Advicer.bio312

From each firm's latest Form ADV (Sep 2026, Apr 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.

ToolMkt and Associates LLCHelm Capital ManagementOars Capital
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Mkt and Associates LLC: Schwab · Helm Capital Management: Schwab · Oars Capital: none listed