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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+ Lionshead Wealth Management, LLC $229.8M · New York, NY+ Meixler Investment Management, LTD. $228.4M · Show Low, AZ
Oro Valley, AZ
Scottsdale, AZ
Ocean City, MD
Assets under management$242M$255.6M$229.8M
Asset growth, last 2 years+73%+37%+103%
Advisory staff444
Individual clients155321950
Assets per client$1.6M$796K$242K
Clients per advisor3980238
Main custodianPershingSchwabSchwab
Filing with the SEC since201920162024
Tools in their stack––4
People on Advicer.bio444

From each firm's latest Form ADV (Feb 2026, Jun 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 GroupMontgomery Financial
Client Data Gathering
PreciseFP––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it
Tax Planning
Wealth.com––Uses it

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