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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 The Mass Group (swap one in):+ Spencer Smith Asset Management, Inc. $46.2M+ Investire LLC $46.2M · Buenos Aires+ Ciclo Wealth LLC $41.8M+ Silver Pine Capital, LLC $41.8M · Medfield, MA
Dubai
Assets under management$44M$46.2M$46.2M
Asset growth, last 2 years–––
Advisory staff211
Individual clients814668
Assets per client$543K$1M$680K
Clients per advisor414668
Main custodian–––
Filing with the SEC since202420262026
Tools in their stack––5
People on Advicer.bio211

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.

Assets under management

Advisory staff

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.

ToolThe Mass GroupSchulz Financial, LLCModern Money Management LLC
Custodial Platform
Betterment Advisor Solutions––Uses it
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it