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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 Wealth Ambassadors, LLC (swap one in):+ Wealthunite Advisors, LLC $63.1M · Manhasset, NY+ Mg Financial, Inc. $63.1M+ Financial Counsel, LLC $57.1M+ Silver Lake Advisors, LLC $57M
Lake St. Louis, MO
Orange, CA
Alexandria, VA
Assets under management$60.1M$63.1M$57M
Asset growth, last 2 years–––
Advisory staff121
Individual clients20312435
Assets per client$296K$509K$1.6M
Clients per advisor2036235
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––8
People on Advicer.bio121

From each firm's latest Form ADV (Mar 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.

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.

ToolWealth Ambassadors, LLCCrossroads PlanningRenew Wealth Management LLC
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Client Data Gathering
PreciseFP––Uses it
Digital Marketing
Levitate––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Tax Planning
Wealth.com––Uses it