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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 Aech Financial (swap one in):+ Ridgewood Wealth Management LLC $25.2M · Southlake, TX+ Carolopolis Fiduciary Counsel, Inc. $25.2M+ Fondren Oaks Capital Management $22.8M · Dallas, TX+ Bokeh Capital Partners LLC $22.8M
Assets under management$24M$25.2M$25.2M
Asset growth, last 2 years––−5%
Advisory staff111
Individual clients82183
Assets per client$293K$1.4M$8.4M
Clients per advisor82183
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack3––
People on Advicer.bio111

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

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.

ToolAech FinancialGreen View Advisors LLCCdb Advisory & Consulting
Custodial Platform
AltruistUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Aech Financial: none listed · Green View Advisors LLC: none listed · Cdb Advisory & Consulting: Schwab