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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 Mottet Wealth (swap one in):+ Pelican Wealth Advisors, LLC $71.4M · Bonita Springs, FL+ Csj Wealth Management, LLC $71.4M+ Mca Cross Border Capital Inc. $64.6M · Montréal+ Ribera Investment Management, LLC $64.5M
North Kingstown, RI
Hauppauge, NY
Assets under management$68M$71.4M$71.4M
Asset growth, last 2 years––+29%
Advisory staff118
Individual clients13069229
Assets per client$523K$1M$312K
Clients per advisor1306929
Main custodian–––
Filing with the SEC since202620262022
Tools in their stack31–
People on Advicer.bio118

From each firm's latest Form ADV (Mar 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.

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.

ToolMottet WealthWickford Wealth Management, LLCMadison Global Advisors LLC
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
MailchimpUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––