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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 Msp Wealth Management, LLC (swap one in):+ Allied Portfolio Management, Inc. $240.2M · Tucson, AZ+ Jennings & Associates Financial Advisors, LLC $240.1M · Paducah, KY+ Cutter Financial Group LLC $216.9M · Falmouth, MA+ Paladin Financial $216.9M · Arden Hills, MN
Klamath Falls, OR
Prescott, AZ
Mechanicsburg, PA
Assets under management$228.5M$240.1M$240M
Asset growth, last 2 years+55%+260%+20%
Advisory staff656
Individual clients414333267
Assets per client$552K$721K$899K
Clients per advisor696745
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since20192012 or earlier2024
Tools in their stack–––
People on Advicer.bio326

From each firm's latest Form ADV (Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Msp Wealth Management, LLC: Schwab · Lane Brothers Investment Counsel: Schwab · Ifs Group: LPL Financial