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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):+ Murray Financial Services, Inc $134M · Chico, CA+ Stone Island Financial Planning $134M · Naperville, IL+ Resnick Wealth Alliance, LLC $121.1M · Palm Beach Gardens, FL+ Abens Financial Services Inc $120.1M · Edina, MN
Mahtomedi, MN
Bloomington, MN
Anoka, MN
Assets under management$127.5M$135.1M$120.5M
Asset growth, last 2 years+12%+17%+49%
Advisory staff321
Individual clients100108155
Assets per client$1.3M$1.3M$777K
Clients per advisor3354155
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since202320142022
Tools in their stack214
People on Advicer.bio321

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

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 LLCTrott Brook Financial
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it
Video Meetings & Messaging
ZoomUses it––

Custodians on Form ADV: Yes Wealth Management: Schwab · Psc Financial LLC: LPL Financial · Trott Brook Financial: Fidelity