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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):+ Blackhawk Wealth Advisors $62.1M · Danville, CA+ Focusyou $61.9M · Redwood City, CA+ Alspaugh Wealth Management $55.9M · Cape Girardeau, MO+ Envision Asset Management, Inc. $55.8M
Mountain View, CA
Santa Monica, CA
Los Gatos, CA
Assets under management$58.8M$61.9M$61.7M
Asset growth, last 2 years–+52%–
Advisory staff121
Individual clients324528
Assets per client$1.8M$1.4M$2.2M
Clients per advisor322328
Main custodian–Schwab–
Filing with the SEC since202620172026
Tools in their stack–2–
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, LLCCultivate Financial Group LLC
CRM
SS&C Black Diamond–Uses it–
Schedule Apps
Acuity Scheduling–Uses it–

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