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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 Warner Financial, Inc (swap one in):+ Maytech Global Investments $895.1M · New York, NY+ Makrod Investment Associates Inc $894.4M · Verona, NJ+ Tanglewood Legacy Advisors, LLC $809M · Houston, TX+ Proventus Ag $807.2M · Zurich
Bethesda, MD
Memphis, TN
Vestavia Hills, AL
Assets under management$851.8M$894.6M$808.1M
Asset growth, last 2 years+58%+38%+40%
Advisory staff4136
Individual clients256574865
Assets per client$3.3M$1.6M$934K
Clients per advisor6444144
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack–13
People on Advicer.bio4138

From each firm's latest Form ADV (Feb 2026, Mar 2026, May 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.

ToolWarner Financial, IncKelman Lazarov IncSunburst Financial Group, LLC
CRM
SS&C Black Diamond––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Warner Financial, Inc: Schwab · Kelman Lazarov Inc: Schwab · Sunburst Financial Group, LLC: Schwab