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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 Apis Wealth, LLC (swap one in):+ Meenes Wealth Partners $50.4M+ Vie Invest, LLC $50.4M+ Continuum Wealth Management, LLC $45.5M+ Best Financial Life $45.5M
Assets under management$47.9M$50.4M$45.5M
Asset growth, last 2 years––+17%
Advisory staff121
Individual clients393941
Assets per client$1.2M$1.3M$1.1M
Clients per advisor392041
Main custodian––Schwab
Filing with the SEC since202620262018
Tools in their stack–1–
People on Advicer.bio121

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

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.

ToolApis Wealth, LLCIwr AdvisorsCalcagnini Wealth Management, LLC
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Apis Wealth, LLC: none listed · Iwr Advisors: none listed · Calcagnini Wealth Management, LLC: Schwab