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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 Xml Financial Group (swap one in):+ Kathmere Capital Management, LLC $3.48B · Wayne, PA+ Biltmore Family Office, LLC $3.47B · Charlotte, NC+ Staley Capital Advisers Inc $3.11B · Pittsburgh, PA+ Baltimore-Washington Financial Advisors $2.99B · Columbia, MD
Bethesda, MD
Calabasas, CA
Evansville, IN
Assets under management$3.3B$3.47B$3.46B
Asset growth, last 2 years+20%+31%+29%
Advisory staff262536
Individual clients2,8901,2151,736
Assets per client$1.1M$2.9M$2M
Clients per advisor1114948
Main custodianWells FargoSchwabSchwab
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack–34
People on Advicer.bio293046

From each firm's latest Form ADV (Jun 2026, May 2026, Aug 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.

ToolXml Financial GroupMorton WealthDonaldson Capital Management LLC
CRM
HubSpot–Uses itUses it
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Xml Financial Group: Wells Fargo, Fidelity · Morton Wealth: Schwab, Fidelity · Donaldson Capital Management LLC: Schwab