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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 Assist Fp (swap one in):+ St. Therese Financial LLC $827K+ Samatva Wealth Management LLC $825K+ Zuwa Financial LLC $740K · Lewisville, TX+ Regan Financial Group, LLC $739K · Danville, CA
Palm Desert, CA
Assets under management$780K$825K$820K
Asset growth, last 2 years–+18%–
Advisory staff111
Individual clients828
Assets per client$97K$413K$103K
Clients per advisor828
Main custodian–––
Filing with the SEC since202620212026
Tools in their stack5–4
People on Advicer.bio111

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

ToolAssist FpInherent Wealth Fund, LLCMoonshot Planning LLC
Advisor Lead Gen
Fee-Only Network––Uses it
Wealthtender––Uses it
Advisory Fee Billing
AdvicePayUses it–Uses it
Custodial Platform
AltruistUses it–Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––