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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 Alpine Road Financial (swap one in):+ Samatva Wealth Management LLC $825K+ Moonshot Planning LLC $820K+ Regan Financial Group, LLC $739K · Danville, CA+ Honeyguide Capital Partners $738K
Palm Desert, CA
Lewisville, TX
Assets under management$781K$825K$740K
Asset growth, last 2 years–+18%–
Advisory staff111
Individual clients3220
Assets per client$260K$413K$37K
Clients per advisor3220
Main custodian–––
Filing with the SEC since202620212024
Tools in their stack1––
People on Advicer.bio111

From each firm's latest Form ADV (Jul 2026, Oct 2026, Mar 2024). 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.

ToolAlpine Road FinancialInherent Wealth Fund, LLCZuwa Financial LLC
Website Builders
WebflowUses it––