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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 Affluence (swap one in):+ 1stto50th LLC $252K · Kailua, HI+ Prima Innotech $250K+ E. Roger Financial Group $226K · Largo, MD+ Chaps Lifestyle LLC $225K
Woodland Hills, CA
Media, PA
Assets under management$238K$250K$251K
Asset growth, last 2 years–––
Advisory staff111
Individual clients–18
Assets per client–$250K$31K
Clients per advisor–18
Main custodian–––
Filing with the SEC since202620192026
Tools in their stack––2
People on Advicer.bio1–1

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

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.

ToolAffluenceMost CapitalBargeld Financial
Custodial Platform
Altruist––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it