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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 Uncommon Cents Investing (swap one in):+ Monon Wealth Management $546.8M · Indianapolis, IN+ Byrne Financial Freedom, LLC $546.4M · Franklin, MA+ Allred Harris Wealth Management. $493.4M · Dallas, TX+ Hfm Investment Advisors, Inc. $493.1M
Janesville, WI
Rogers, AR
Woodbury, MN
Assets under management$519.6M$546.3M$546M
Asset growth, last 2 years+45%+54%+32%
Advisory staff384
Individual clients5891,566493
Assets per client$882K$349K$1.1M
Clients per advisor196196123
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720202020
Tools in their stack–41
People on Advicer.bio495

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

ToolUncommon Cents InvestingMach-1 Financial Group, LLCLegacy Wealth
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
GReminders–Uses it–

Custodians on Form ADV: Uncommon Cents Investing: Schwab · Mach-1 Financial Group, LLC: Schwab, LPL Financial · Legacy Wealth: Schwab