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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 Mpower Wealth Management, LLC (swap one in):+ Novice Capital LLC $12.1M · San Mateo, CA+ Expat Financial Solutions $12M · Miami Beach, FL+ Arca Archa, LLC $10.9M+ C Financial and Tax Associates $10.9M · Riverside, CA
Tewksbury, MA
Montreal, Quebec
Assets under management$11.5M$12M$12.1M
Asset growth, last 2 years––−92%
Advisory staff113
Individual clients18208
Assets per client$637K$602K$1.5M
Clients per advisor18203
Main custodian––National Bank Independent Network
Filing with the SEC since202620262019
Tools in their stack3––
People on Advicer.bio11–

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

ToolMpower Wealth Management, LLCCapital Wealth ManagementPalos Management Inc.
Client Data Gathering
Asset-MapUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Mpower Wealth Management, LLC: none listed · Capital Wealth Management: none listed · Palos Management Inc.: National Bank Independent Network