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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+ Bush Wealth Management $258.4M · Valdosta, GA+ Mcdonough Capital Management, Inc. $258.2M · Orlando, FL
Silverdale, WA
Seattle, WA
Asheville, NC
Assets under management$272M$287.3M$258.2M
Asset growth, last 2 years+56%+38%+68%
Advisory staff343
Individual clients302422281
Assets per client$901K$681K$919K
Clients per advisor10110694
Main custodianFidelitySchwabPershing
Filing with the SEC since202120212019
Tools in their stack124
People on Advicer.bio453

From each firm's latest Form ADV (Sep 2026, Aug 2026, Jan 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.Horizons Wealth Management
Schedule Apps
Calendly––Uses it
OnceHubUses it––
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Levitate––Uses it
Website Builders
Squarespace–Uses it–

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