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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 Money Plans (swap one in):+ Tollefson and Company Investment Management LLC $113.7M+ Scofield & Company, LLC $113.6M · Fairlawn, OH+ Spinnaker Financial Advisors, LLC $102.6M · Idaho Falls, ID+ Benzer Capital $102.5M · Missouri City, TX
Silver Spring, MD
Assets under management$108M$113.6M$113.5M
Asset growth, last 2 years+76%−14%+348%
Advisory staff116
Individual clients4618297
Assets per client$2.3M$6.3M$382K
Clients per advisor461850
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier20232018
Tools in their stack––2
People on Advicer.bio116

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

ToolMoney PlansBroadwealth LLCExpand Financial Group, LLC
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Money Plans: none listed · Broadwealth LLC: Fidelity · Expand Financial Group, LLC: Schwab