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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):+ Biltmore Family Office, LLC $3.47B · Charlotte, NC+ Donaldson Capital Management LLC $3.46B · Evansville, IN+ Staley Capital Advisers Inc $3.11B · Pittsburgh, PA+ Baltimore-Washington Financial Advisors $2.99B · Columbia, MD
Bethesda, MD
Calabasas, CA
Boston, MA
Assets under management$3.3B$3.47B$3.1B
Asset growth, last 2 years+20%+31%+40%
Advisory staff262527
Individual clients2,8901,2152,405
Assets per client$1.1M$2.9M$1.3M
Clients per advisor1114989
Main custodianWells FargoSchwabLPL Financial
Filing with the SEC since20162012 or earlier2017
Tools in their stack–33
People on Advicer.bio293028

From each firm's latest Form ADV (Jun 2026, May 2026, Sep 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 WealthWinthrop Wealth
CRM
Envestnet Tamarac–Uses it–
HubSpot–Uses it–
Advisory Fee Billing
AdvicePay––Uses it
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Xml Financial Group: Wells Fargo, Fidelity · Morton Wealth: Schwab, Fidelity · Winthrop Wealth: LPL Financial