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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 Mcbride Group (swap one in):+ Kensington Ami, LLC $80.2M · Burbank, CA+ Federal Prep $80.1M · Bohemia, NY+ Hebert Advisory Services Inc $72.4M · Littleton, CO+ Monroe Wealth Management LLC $72.2M · San Francisco, CA
Petaluma, CA
Woodland Hills, CA
Saratoga Springs, NY
Assets under management$76.3M$80.6M$72.4M
Asset growth, last 2 years––+77%
Advisory staff323
Individual clients10541353
Assets per client$727K$2M$205K
Clients per advisor3521118
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack–1–
People on Advicer.bio323

From each firm's latest Form ADV (Jul 2026, Sep 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

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.

ToolThe Mcbride GroupVentura AdvisorsWpm Wealth Advisors LLC
Digital Marketing
Snappy Kraken–Uses it–

Custodians on Form ADV: The Mcbride Group: none listed · Ventura Advisors: none listed · Wpm Wealth Advisors LLC: Schwab