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.

Saint Francis Capital
Mallery Financial
J. Benjamin Financial, LLC

	Saint Francis Capital Winder, GA	Mallery Financial	J. Benjamin Financial, LLC Mount Pleasant, SC
Assets under management	$36.4M	$38.3M	$38.3M
Asset growth, last 2 years	+146%	–	+636%
Advisory staff	1	1	3
Individual clients	78	100	138
Assets per client	$467K	$383K	$277K
Clients per advisor	78	100	46
Main custodian	–	–	–
Filing with the SEC since	2013	2026	2016
Tools in their stack	–	4	2
People on Advicer.bio	3	1	2

From each firm's latest Form ADV (Mar 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.