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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 Mwa Asset Management (swap one in):+ Toomey Investment Management, Inc $321M · Wallingford, CT+ Hw Capital LLC $321M · Santa Monica, CA+ Mbia Capital Advisors $290.2M · Cincinnati, OH+ Fox Hill Wealth Management $290.2M · Dedham, MA
Danvers, MA
Austin, TX
Carmel, IN
Assets under management$305.5M$321M$290M
Asset growth, last 2 years+66%+19%+115%
Advisory staff214
Individual clients180119380
Assets per client$1.7M$2.7M$763K
Clients per advisor9011995
Main custodianFidelitySchwabFidelity
Filing with the SEC since201820242017
Tools in their stack2–2
People on Advicer.bio216

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

ToolMwa Asset ManagementFounder Family Financial, LLCGimbal Financial, LLC
Custodial Platform
Wealthscape (Fidelity)Uses it–Uses it
Website Builders
WixUses it–Uses it

Custodians on Form ADV: Mwa Asset Management: Fidelity, Interactive Brokers · Founder Family Financial, LLC: Schwab · Gimbal Financial, LLC: Fidelity