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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 Aisa International (swap one in):+ Lumida Wealth Management LLC $132.8M · Wayne, NJ+ Ari Group, LLC $132.8M · New York, NY+ Abens Financial Services Inc $120.1M · Edina, MN+ Hinsdale Associates $120.1M · Hinsdale, IL
Devizes
Scottsdale, AZ
Berkeley, CA
Assets under management$126.5M$132.8M$120.1M
Asset growth, last 2 years+501%–+20%
Advisory staff212
Individual clients24284119
Assets per client$523K$1.6M$1M
Clients per advisor1218460
Main custodian–SchwabSchwab
Filing with the SEC since201420242012 or earlier
Tools in their stack–––
People on Advicer.bio–1–

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Aisa International: none listed · Degreen Private Wealth, LLC: Schwab · Sasser Investment Management, Inc.: Schwab, Interactive Brokers