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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 Aspera Financial, LLC (swap one in):+ Mendoza Wealth Management $28.8M+ Mk Capital Group $28.8M+ Women's Worth Advisors $26M · Hilton Head Island, SC+ Clarity Financial Organization, LLC $26M · Boonville, IN
North Harrow, Middx
Assets under management$27.4M$28.8M$26M
Asset growth, last 2 years––+41%
Advisory staff112
Individual clients3421744
Assets per client$806K$1.4M$35K
Clients per advisor3421372
Main custodian––Interactive Brokers
Filing with the SEC since202620262021
Tools in their stack1––
People on Advicer.bio–1–

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

ToolAspera Financial, LLCFortunato Asset ManagementFirst Global
Website Builders
WixUses it––

Custodians on Form ADV: Aspera Financial, LLC: none listed · Fortunato Asset Management: none listed · First Global: Interactive Brokers