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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 Ag Asset Advisory, LLC (swap one in):+ Alpha Solutions Investment Advisors $466.3M · South San Francisco, CA+ Tidemark, LLC $462.5M · San Diego, CA+ Flatrock Wealth Partners LLC $417.6M · Newport Beach, CA+ Eagle Wealth Management Group Inc. $417.5M · Valencia, CA
Los Angeles, CA
Santa Barbara, CA
Carlsbad, CA
Assets under management$440.5M$463.5M$463.7M
Asset growth, last 2 years+41%+38%+22%
Advisory staff274
Individual clients35390374
Assets per client$12.6M$1.2M$1.2M
Clients per advisor185694
Main custodianWells FargoSchwabSchwab
Filing with the SEC since201420202012 or earlier
Tools in their stack2––
People on Advicer.bio284

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

ToolAg Asset Advisory, LLCMonarch Wealth StrategiesMkt Advisors LLC
CRM
HubSpotUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Ag Asset Advisory, LLC: Wells Fargo · Monarch Wealth Strategies: Schwab · Mkt Advisors LLC: Schwab