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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 Aequitas Financial, LLC (swap one in):+ Dakota Wealth Advisors LLC $1.5M · Bismarck, ND+ Dehoff Wealth Advisory LLC $1.5M+ Health & Wealth Works LLC $1.4M+ Mobjack Investments $1.4M
Brentwood, TN
Assets under management$1.4M$1.5M$1.4M
Asset growth, last 2 years––−22%
Advisory staff111
Individual clients61214
Assets per client$241K$127K$98K
Clients per advisor61214
Main custodian–––
Filing with the SEC since202620262021
Tools in their stack11–
People on Advicer.bio111

From each firm's latest Form ADV (Jun 2026, Apr 2026, Jul 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.

ToolAequitas Financial, LLCPhan CapitalQuants Compete
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
CalendlyUses it––