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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 Allen Investment Management (swap one in):+ Agave Wealth Advisors $33M · Tucson, AZ+ Under Par Planning LLC $33M+ Stratford Investment Advisory Group, Inc. $29.8M · Mt. Prospect, IL+ Port Capital Management $29.8M · Massapequa, NY
Houston, TX
Assets under management$31.4M$33M$33M
Asset growth, last 2 years––+0%
Advisory staff112
Individual clients4723–
Assets per client$668K$1.4M–
Clients per advisor4723–
Main custodian–––
Filing with the SEC since202620262015
Tools in their stack1–1
People on Advicer.bio11–

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

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.

ToolAllen Investment ManagementFundamental Advisors, Inc.Soloman Hill I LLC
Website Builders
SquarespaceUses it––
Wix––Uses it