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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+ Mkt Advisors LLC $463.7M · Carlsbad, 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
San Diego, CA
Assets under management$440.5M$463.5M$462.5M
Asset growth, last 2 years+41%+38%+85%
Advisory staff278
Individual clients35390849
Assets per client$12.6M$1.2M$545K
Clients per advisor1856106
Main custodianWells FargoSchwabLPL Financial
Filing with the SEC since201420202023
Tools in their stack2–2
People on Advicer.bio288

From each firm's latest Form ADV (Mar 2026, Sep 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 StrategiesTidemark, LLC
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
CRM
HubSpotUses it––
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Ag Asset Advisory, LLC: Wells Fargo · Monarch Wealth Strategies: Schwab · Tidemark, LLC: LPL Financial