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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 Southshore Financial Planning (swap one in):+ Mcintosh Capital Advisors, Inc. $56.6M · Los Angeles, CA+ Boardwalk Capital Management, Inc. $56.6M+ Trachtenberg Capital Management, LLC $51.1M+ Mhp Asset Management $51.1M · Tilton, NH
Tampa, FL
Oviedo, FL
Assets under management$53.8M$57M$51.1M
Asset growth, last 2 years–––
Advisory staff121
Individual clients355284
Assets per client$1.5M$1.1M$609K
Clients per advisor352684
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack53–
People on Advicer.bio121

From each firm's latest Form ADV (Jun 2026, Oct 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.

ToolSouthshore Financial PlanningFirst Down FinancialMajestic Oak Financial, LLC
Custodial Platform
Charles SchwabUses itUses it–
AltruistUses it––
CRM
SS&C Black Diamond–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Retirement Planning
Income LabUses it––
Risk Tolerance
OnPointe Risk Analyzer–Uses it–
Website Builders
WebflowUses it––