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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):+ Jennings & Associates Financial Advisors, LLC $240.1M · Paducah, KY+ Ifs Group $240M · Mechanicsburg, PA+ Cutter Financial Group LLC $216.9M · Falmouth, MA+ Strategic Retirement Advisors, LLC $216.9M · Elk Grove, CA
Klamath Falls, OR
Prescott, AZ
Arden Hills, MN
Assets under management$228.5M$240.1M$216.9M
Asset growth, last 2 years+55%+260%+92%
Advisory staff658
Individual clients414333518
Assets per client$552K$721K$419K
Clients per advisor696765
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2023
Tools in their stack–––
People on Advicer.bio328

From each firm's latest Form ADV (Mar 2026, Sep 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 · Paladin Financial: Schwab