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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 Affinity Wealth Management LLC (swap one in):+ Mraz and Associates $917.5M · Modesto, CA+ Dillon & Associates Inc $916.4M · Jackson, MI+ Mason & Associates, Inc. $828.7M · Los Angeles, CA+ Global Financial Private Client $828.3M · Sarasota, FL
Wilmington, DE
Wilmington, DE
Mesa, AZ
Assets under management$872.5M$928.4M$917.3M
Asset growth, last 2 years+25%+56%+92%
Advisory staff1199
Individual clients639382520
Assets per client$1.4M$2.4M$1.8M
Clients per advisor584258
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720182012 or earlier
Tools in their stack3––
People on Advicer.bio7112

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

ToolAffinity Wealth Management LLCRiversedge AdvisorsRovin Capital
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Affinity Wealth Management LLC: Schwab · Riversedge Advisors: Schwab · Rovin Capital: Schwab