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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 Nrg Wealth Management (swap one in):+ Madrone Investment Advisory, LLC $254.3M · San Rafael, CA+ Mendota Financial Group, LLC $254.2M · Madison, WI+ Lionshead Wealth Management, LLC $229.8M · New York, NY+ Meixler Investment Management, LTD. $228.4M · Show Low, AZ
Oro Valley, AZ
Scottsdale, AZ
Beverly, MA
Assets under management$242M$255.6M$254.2M
Asset growth, last 2 years+73%+37%+46%
Advisory staff445
Individual clients155321103
Assets per client$1.6M$796K$2.5M
Clients per advisor398021
Main custodianPershingSchwabFidelity
Filing with the SEC since201920162020
Tools in their stack––4
People on Advicer.bio446

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

ToolNrg Wealth ManagementReleve Financial GroupFamily Fiduciary Services, Inc.
Client File Sharing
ShareFile––Uses it
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Nrg Wealth Management: Pershing, RBC · Releve Financial Group: Schwab · Family Fiduciary Services, Inc.: Fidelity