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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 Myra Wealth (swap one in):+ Hfir LLC $68.3M+ Summitview Advisors $68.3M+ Ridinger Wealth Management, LLC $61.7M · Vancouver, WA+ Cubed Systems $61.7M
Troy, MO
Hague, NY
Assets under management$65M$68.2M$68.2M
Asset growth, last 2 years+65%–+34%
Advisory staff121
Individual clients5917449
Assets per client$1.1M$392K$1.4M
Clients per advisor598749
Main custodianSchwab–Schwab
Filing with the SEC since202020262021
Tools in their stack–11
People on Advicer.bio121

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

ToolMyra WealthSheller Wealth Management, Inc.Parlin Advisors LLC
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Myra Wealth: Schwab · Sheller Wealth Management, Inc.: none listed · Parlin Advisors LLC: Schwab