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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 Pierson Wealth Management (swap one in):+ Mccarthy Wealth & Tax Advisors $202M · Springboro, OH+ Maxele Advisors, LLC $201.6M · Webster Groves, MO+ Righthand Capital, LLC $182.3M · West Newton, MA+ Marsh Wealth Management, LLC $182.3M · Knoxville, TN
Atlanta, GA
Alpharetta, GA
Plymouth, MN
Assets under management$192M$201.7M$201.9M
Asset growth, last 2 years−37%+37%+42%
Advisory staff323
Individual clients255190136
Assets per client$753K$1.1M$1.5M
Clients per advisor859545
Main custodianRaymond JamesFirst Clearing CorpSchwab
Filing with the SEC since201820212021
Tools in their stack315
People on Advicer.bio323

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

ToolPierson Wealth ManagementDaner Wealth Management, LLCGreat River Financial
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)Uses it––
Website Builders
Webflow–Uses it–
WixUses it––
Digital Marketing
Mailchimp––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Pierson Wealth Management: Raymond James, Fidelity · Daner Wealth Management, LLC: First Clearing Corp · Great River Financial: Schwab