Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Mystic Asset Management (swap one in):+ Kitching Partners, LLC $645.9M · Conshohocken, PA+ Triumph Capital Management $645.6M · Denver, CO+ Monetary Management Group Inc $583.8M · St Louis, MO+ Pathview Wealth Advisors $583M · San Diego, CA
Warwick, RI
Tucson, AZ
Atlanta, GA
Assets under management$614.6M$645.8M$583.6M
Asset growth, last 2 years+114%+38%+34%
Advisory staff2411
Individual clients131293158
Assets per client$4.7M$2.2M$3.7M
Clients per advisor667314
Main custodianSchwabSchwabSchwab
Filing with the SEC since201420172012 or earlier
Tools in their stack–22
People on Advicer.bio2512

From each firm's latest Form ADV (Mar 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.

ToolMystic Asset ManagementCambridge Financial Group, LLCPersium Advisors, LLC
Client Data Gathering
Jotform–Uses it–
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney–Uses itUses it

Custodians on Form ADV: Mystic Asset Management: Schwab · Cambridge Financial Group, LLC: Schwab · Persium Advisors, LLC: Schwab