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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 Aj Advisors (swap one in):+ Gold Coast Wealth Management, LLC $413.8M · Jericho, NY+ Watershed Private Wealth $413.7M · Oak Brook, IL+ Aurora Private Wealth, Inc. $374M · Totowa, NJ+ B.a. Roberts Financial Services, Inc. $373.9M · Marquette, MI
Nashville, TN
Westlake Village, CA
Spokane Valley, WA
Assets under management$393.9M$413.8M$374M
Asset growth, last 2 years+106%+33%+61%
Advisory staff343
Individual clients414242498
Assets per client$951K$1.7M$751K
Clients per advisor13861166
Main custodianSchwabWells FargoFidelity
Filing with the SEC since202220172018
Tools in their stack––3
People on Advicer.bio344

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

ToolAj AdvisorsOak Asset Management, LLCDemars Financial Group LLC
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Aj Advisors: Schwab · Oak Asset Management, LLC: Wells Fargo · Demars Financial Group LLC: Fidelity