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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 Effects (swap one in):+ The Milwealth Group, LLC $496.9M · Milwaukee, WI+ Monarch Capital Management Inc $495.7M · Fort Wayne, IN+ Cadence Wealth Management LLC $448M · Westborough, MA+ Flagship Private Wealth $447.2M · Woburn, MA
Boston, MA
Denton, TX
Kirkland, WA
Assets under management$472M$495.9M$497.5M
Asset growth, last 2 years+20%+33%–
Advisory staff942
Individual clients596279140
Assets per client$792K$1.8M$3.6M
Clients per advisor667070
Main custodianFidelitySchwabPershing
Filing with the SEC since20212012 or earlier2023
Tools in their stack4–3
People on Advicer.bio742

From each firm's latest Form ADV (Feb 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.

ToolWealth EffectsRelevance Capital ManagementSchmidt Financial Management
CRM
HubSpot––Uses it
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Performance Reporting
Addepar––Uses it
Schedule Apps
CalendlyUses it–Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Wealth Effects: Fidelity · Relevance Capital Management: Schwab · Schmidt Financial Management: Pershing