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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
Assets under management$56.1M$58.9M$59M
Asset growth, last 2 years−33%––
Advisory staff121
Individual clients4564144
Assets per client$123K$1.4M$1.3M
Clients per advisor4562144
Main custodianSchwab––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–46
People on Advicer.bio121

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

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, LLCRidgeline Asset Management, LLC
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
Client Portal
Circle Black––Uses it
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Risk Tolerance
StratiFi––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Mrm Group: Schwab, Folio · Axiom Private Wealth, LLC: none listed · Ridgeline Asset Management, LLC: none listed