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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 Vip Financial Associates (swap one in):+ Wealthunite Advisors, LLC $63.1M · Manhasset, NY+ Mg Financial, Inc. $63.1M+ Lebens Advisory Group LLC $56.9M · Lakeville, MN+ Hammer Advisory Services, Inc. $56.8M · Woodbury, MN
Woodbury, MN
Orange, CA
Minneapolis, MN
Assets under management$60M$63.1M$57M
Asset growth, last 2 years––+54%
Advisory staff121
Individual clients142124125
Assets per client$423K$509K$456K
Clients per advisor14262125
Main custodian––Schwab
Filing with the SEC since202620262017
Tools in their stack1––
People on Advicer.bio121

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

ToolVip Financial AssociatesCrossroads PlanningCalhoun Financial Planning and Management
Portfolio Management
OrionUses it––

Custodians on Form ADV: Vip Financial Associates: none listed · Crossroads Planning: none listed · Calhoun Financial Planning and Management: Schwab