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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 Mra Advisory Group (swap one in):+ One + One Wealth Management, LLC $383M · Jupiter, FL+ Scala Capital LLC $380.5M · Miami, FL+ Dhody Investment Group $341.4M · Miami Beach, FL+ Rm Private Wealth Management $340.9M · Miami, FL
Sarasota, FL
Ocala, FL
Plano, TX
Assets under management$361.3M$382.8M$379.4M
Asset growth, last 2 years+47%+47%+21%
Advisory staff885
Individual clients497313325
Assets per client$727K$1.2M$1.2M
Clients per advisor623965
Main custodianRaymond JamesRaymond JamesSchwab
Filing with the SEC since201720182020
Tools in their stack–12
People on Advicer.bio766

From each firm's latest Form ADV (Aug 2026, Oct 2026, Jul 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.

ToolMra Advisory GroupCanopy 360 Wealth, LLCCmg Wealth Management
Custodial Platform
Charles Schwab––Uses it
Raymond James–Uses it–
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Mra Advisory Group: Raymond James, Schwab, Pontera · Canopy 360 Wealth, LLC: Raymond James · Cmg Wealth Management: Schwab