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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 American Expats in Europe LTD. (swap one in):+ Socal Planners, Inc $2.8M · Valencia, CA+ Highline Private Wealth, LLC $2.8M+ Black Mammoth LLC $2.5M+ Eliason Wealth Management LLC $2.5M · Centennial, CO
Southern Pines, NC
Assets under management$2.6M$2.8M$2.8M
Asset growth, last 2 years+2%––
Advisory staff311
Individual clients191419
Assets per client$138K$198K$146K
Clients per advisor61419
Main custodianRBC––
Filing with the SEC since202220262026
Tools in their stack–4–
People on Advicer.bio–11

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

ToolAmerican Expats in Europe LTD.Align Financial PlanningDph Financial
Advisor Lead Gen
Fee-Only Network–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: American Expats in Europe LTD.: RBC · Align Financial Planning: none listed · Dph Financial: none listed