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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):+ Preston Wealth Advisors, LLC. $286M · Reston, VA+ Omnistar Financial Group, Inc. $285.7M · Wilmington, NC+ Bush Wealth Management $258.4M · Valdosta, GA+ Mcdonough Capital Management, Inc. $258.2M · Orlando, FL
Silverdale, WA
Seattle, WA
Spokane, WA
Assets under management$272M$287.3M$285.8M
Asset growth, last 2 years+56%+38%+32%
Advisory staff344
Individual clients302422572
Assets per client$901K$681K$500K
Clients per advisor101106143
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120212020
Tools in their stack122
People on Advicer.bio454

From each firm's latest Form ADV (Sep 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.

ToolParker Financial LLCMartin Nelson & Co., Inc.Financial Forum, Inc.
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
OnceHubUses it––
Website Builders
Squarespace–Uses itUses it

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