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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 Ardent Capital (swap one in):+ Focusyou $61.9M · Redwood City, CA+ Cultivate Financial Group LLC $61.7M · Los Gatos, CA+ Alspaugh Wealth Management $55.9M · Cape Girardeau, MO+ Envision Asset Management, Inc. $55.8M
Mountain View, CA
Santa Monica, CA
Kingsport, TN
Assets under management$58.8M$61.9M$55.8M
Asset growth, last 2 years–+52%–
Advisory staff121
Individual clients3245108
Assets per client$1.8M$1.4M$517K
Clients per advisor3223108
Main custodian–Schwab–
Filing with the SEC since202620172026
Tools in their stack–23
People on Advicer.bio121

From each firm's latest Form ADV (Jan 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.

ToolArdent CapitalEddy Financial, LLCAdvipartner, LLC
CRM
SS&C Black Diamond–Uses it–
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Blueleaf––Uses it
Schedule Apps
Acuity Scheduling–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Ardent Capital: none listed · Eddy Financial, LLC: Schwab · Advipartner, LLC: none listed