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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):+ Mokosak Advisory Group, LLC $413.9M · Urbandale, IA+ Gold Coast Wealth Management, LLC $413.8M · Jericho, NY+ Aurora Private Wealth, Inc. $374M · Totowa, NJ+ Demars Financial Group LLC $374M · Spokane Valley, WA
Nashville, TN
Westlake Village, CA
Oak Brook, IL
Assets under management$393.9M$413.8M$413.7M
Asset growth, last 2 years+106%+33%+57%
Advisory staff343
Individual clients414242143
Assets per client$951K$1.7M$2.9M
Clients per advisor1386148
Main custodianSchwabWells FargoFidelity
Filing with the SEC since202220172021
Tools in their stack––1
People on Advicer.bio343

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

ToolAj AdvisorsOak Asset Management, LLCWatershed Private Wealth
Website Builders
Wix––Uses it

Custodians on Form ADV: Aj Advisors: Schwab · Oak Asset Management, LLC: Wells Fargo · Watershed Private Wealth: Fidelity, Schwab