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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 Mustard Seed Wealth Management (swap one in):+ Straight Path Wealth Management $472.5M · Jenison, MI+ Zimmerman Wealth Management, LLC $472.4M · Evanston, IL+ Hackman Financial Group $426.7M · Cincinnati, OH+ Beacon Bridge Wealth Partners, LLC $426.6M · Lower Gwynedd, PA
Magnolia, AR
New York, NY
Boston, MA
Assets under management$449.4M$472.1M$472M
Asset growth, last 2 years+23%+64%+20%
Advisory staff969
Individual clients679290596
Assets per client$662K$1.6M$792K
Clients per advisor754866
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–34
People on Advicer.bio967

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

ToolMustard Seed Wealth ManagementWealthedge Investment Advisors, LLCWealth Effects
Website Builders
Squarespace––Uses it
Wix–Uses it–
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney–Uses itUses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Mustard Seed Wealth Management: Schwab · Wealthedge Investment Advisors, LLC: Schwab · Wealth Effects: Fidelity