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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 Parker Financial LLC (swap one in):+ Financial Forum, Inc. $285.8M · Spokane, WA+ Omnistar Financial Group, Inc. $285.7M · Wilmington, NC+ Mcdonough Capital Management, Inc. $258.2M · Orlando, FL+ Horizons Wealth Management $258.2M · Asheville, NC
Silverdale, WA
Seattle, WA
Valdosta, GA
Assets under management$272M$287.3M$258.4M
Asset growth, last 2 years+56%+38%+64%
Advisory staff346
Individual clients302422494
Assets per client$901K$681K$523K
Clients per advisor10110682
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120212019
Tools in their stack124
People on Advicer.bio456

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

ToolParker Financial LLCMartin Nelson & Co., Inc.Bush Wealth Management
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
OnceHubUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Parker Financial LLC: Fidelity · Martin Nelson & Co., Inc.: Schwab, Hilltop Securities Inc. · Bush Wealth Management: Schwab