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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 Mrm Group (swap one in):+ Wilson Wealth Stewardship $58.9M · Macon, GA+ Tim Crawford CPA $58.9M · Bridgeport, MI+ Legacy Advisory Group, Inc $53.2M · Santa Ana, CA+ Arnold Insurance & Financial Services, LLC $53.2M · Cocoa, FL
St Louis, MO
Charlotte, NC
Sacramento, CA
Assets under management$56.1M$58.9M$53.2M
Asset growth, last 2 years−33%––
Advisory staff121
Individual clients4564137
Assets per client$123K$1.4M$1.4M
Clients per advisor4562137
Main custodianSchwab––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–4–
People on Advicer.bio121

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

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.

ToolMrm GroupAxiom Private Wealth, LLCEndeavor Financial Planning
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Mrm Group: Schwab, Folio · Axiom Private Wealth, LLC: none listed · Endeavor Financial Planning: none listed