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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 Msm Financial Strategies (swap one in):+ Amidon & Petersen Financials, LLC $39.1M · Albany, NY+ Peak Wealth Management $39M · Saratoga Springs, NY+ Bayview Investment Counsel, Inc $35.1M · Stevensville, MD+ The Ivy League Advisory Group, LLC $35.1M · San Tan Valley, AZ
Manhasset, NY
Valley Stream, NY
Columbus, OH
Assets under management$37M$39M$35.1M
Asset growth, last 2 years––+92%
Advisory staff311
Individual clients3311051
Assets per client$1.1M$355K$689K
Clients per advisor1111051
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack––1
People on Advicer.bio312

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

ToolMsm Financial StrategiesAnglia AdvisorsSky Vision Wealth, LLC
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Msm Financial Strategies: none listed · Anglia Advisors: none listed · Sky Vision Wealth, LLC: Schwab