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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):+ Mendota Financial Group, LLC $254.2M · Madison, WI+ Family Fiduciary Services, Inc. $254.2M · Beverly, MA+ Montgomery Financial $229.8M · Ocean City, MD+ Meixler Investment Management, LTD. $228.4M · Show Low, AZ
Oro Valley, AZ
Scottsdale, AZ
New York, NY
Assets under management$242M$255.6M$229.8M
Asset growth, last 2 years+73%+37%+65%
Advisory staff444
Individual clients155321103
Assets per client$1.6M$796K$2.2M
Clients per advisor398026
Main custodianPershingSchwabSchwab
Filing with the SEC since201920162017
Tools in their stack–––
People on Advicer.bio444

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Nrg Wealth Management: Pershing, RBC · Releve Financial Group: Schwab · Lionshead Wealth Management, LLC: Schwab