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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 Yes Wealth Management (swap one in):+ Heximer Investment Management Inc. $134.1M+ Stone Island Financial Planning $134M · Naperville, IL+ Trott Brook Financial $120.5M · Anoka, MN+ Abens Financial Services Inc $120.1M · Edina, MN
Mahtomedi, MN
Bloomington, MN
Chico, CA
Assets under management$127.5M$135.1M$134M
Asset growth, last 2 years+12%+17%+13%
Advisory staff322
Individual clients100108129
Assets per client$1.3M$1.3M$1M
Clients per advisor335465
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202320142022
Tools in their stack214
People on Advicer.bio322

From each firm's latest Form ADV (Aug 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.

ToolYes Wealth ManagementPsc Financial LLCMurray Financial Services, Inc
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it–Uses it
Schedule Apps
Calendly––Uses it
Video Meetings & Messaging
ZoomUses it––

Custodians on Form ADV: Yes Wealth Management: Schwab · Psc Financial LLC: LPL Financial · Murray Financial Services, Inc: Schwab