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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 Mwm Group LLC (swap one in):+ Cove Private Wealth, LLC $455.5M · Oyster Bay, NY+ Old North State Wealth Management, LLC $452.6M · Wilmington, NC+ Friday Financial $409.3M · Dubuque, IA+ Marks Wealth Management $409.2M · Ellicott City, MD
Cedarhurst, NY
New York, NY
Orchard Park, NY
Assets under management$431M$455.4M$453.6M
Asset growth, last 2 years+41%+25%+77%
Advisory staff2117
Individual clients3281092,146
Assets per client$1.3M$4.2M$211K
Clients per advisor164109126
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier20162017
Tools in their stack––4
People on Advicer.bio2117

From each firm's latest Form ADV (May 2026, Apr 2026, Oct 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.

ToolMwm Group LLCSicart Associates, LLCSilver Grove Advisory Services
Custodial Platform
Betterment Advisor Solutions––Uses it
LPL Financial (ClientWorks)––Uses it
SEI––Uses it
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Mwm Group LLC: Schwab · Sicart Associates, LLC: Pershing · Silver Grove Advisory Services: Schwab, Broadridge Business Process Outsourcing, LLC, LPL Financial