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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 Sicart Associates, LLC (swap one in):+ Asset Advisory Group, Inc. $479.5M · Kinnelon, NJ+ Keener Financial Planning $479M · Keller, TX+ Prospect Financial Services LLC $431M · Melville, NY+ Mwm Group LLC $431M · Cedarhurst, NY
New York, NY
Latham, NY
Maryville, IL
Assets under management$455.4M$484.4M$478.7M
Asset growth, last 2 years+25%+32%+98%
Advisory staff142
Individual clients109791221
Assets per client$4.2M$612K$2.2M
Clients per advisor109198111
Main custodianPershingLPL FinancialSchwab
Filing with the SEC since201620212021
Tools in their stack––6
People on Advicer.bio142

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

ToolSicart Associates, LLCGraney& King, LLCMeredith Wealth Planning
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Sicart Associates, LLC: Pershing · Graney& King, LLC: LPL Financial · Meredith Wealth Planning: Schwab