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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 Mpwm Advisory Solutions LLC (swap one in):+ Bourne Lent Asset Managament, Inc. $343.9M · Pawling, NY+ Victrix Investment Advisors $343.3M · Stuart, FL+ American Wealth Management, Inc. $310M · Alpharetta, GA+ Compass Wealth Management, LLC $307.7M · Atlanta, GA
Alpharetta, GA
Johns Creek, GA
Tucson, AZ
Assets under management$326.9M$344.5M$343.5M
Asset growth, last 2 years+4%+47%+33%
Advisory staff1267
Individual clients573387241
Assets per client$570K$890K$1.4M
Clients per advisor486534
Main custodianLPL FinancialLPL FinancialSchwab
Filing with the SEC since201320192024
Tools in their stack––1
People on Advicer.bio1567

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

ToolMpwm Advisory Solutions LLCLoftin Wealth PartnersAttessa Capital LLC
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Mpwm Advisory Solutions LLC: LPL Financial, Schwab · Loftin Wealth Partners: LPL Financial · Attessa Capital LLC: Schwab