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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 Muntz Financial, LLC (swap one in):+ 365 Wealth Management Group $186.6M · Mason, OH+ Advocate Investing Services $186.6M · Woodbine, MD+ Tlc Group Investment Advisors, LLC $168.4M · State College, PA+ Randall & Associates Wealth Management $167.2M · Butler, PA
Doylestown, PA
Youngwood, PA
Los Gatos, CA
Assets under management$177.6M$187.1M$186.7M
Asset growth, last 2 years–+40%+67%
Advisory staff211
Individual clients93319176
Assets per client$1.9M$587K$1.1M
Clients per advisor47319176
Main custodianInteractive BrokersSchwabPershing
Filing with the SEC since202420202021
Tools in their stack3––
People on Advicer.bio521

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

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.

ToolMuntz Financial, LLCAdvice & Planning Services LLCAsl Financial, LLC
Custodial Platform
Interactive BrokersUses it––
SEIUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Muntz Financial, LLC: Interactive Brokers, Nationwide Investment Services Corporation, SEI · Advice & Planning Services LLC: Schwab · Asl Financial, LLC: Pershing