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.

Money Illustrated Advisory Services
Briarwood Financial
Taurus Financial Planning

Similar in size to Money Illustrated Advisory Services (swap one in):+ Cei Financial Planning $4.7M + Arons Wealth Management LLC $4.7M + Fairpoint Wealth Management, LLC $4.3M + Baker Wealth Advisors, LLC. $4.3M

	Money Illustrated Advisory Services	Briarwood Financial Gig Harbor, WA	Taurus Financial Planning
Assets under management	$4.5M	$4.7M	$4.7M
Asset growth, last 2 years	–	–	–
Advisory staff	1	3	1
Individual clients	16	27	8
Assets per client	$282K	$176K	$593K
Clients per advisor	16	9	8
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	3	2	2
People on Advicer.bio	1	2	1

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

Tech stacks

1 tool 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.

ToolMoney Illustrated Advisory ServicesBriarwood FinancialTaurus Financial Planning

Website Builders

Webflow–

Wix––

Cash Management/Budgeting

Monarch––

Schedule Apps

Calendly