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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 Ataroke Wealth (swap one in):+ Maxwell Investment Advisory Services $9.2M · Troy, MI+ Legacy Capital Group LLC $9.2M+ Bayesian Investment Management $8.3M+ Enlightened Advisors Wealth Management LLC $8.3M
Laguna Beach, CA
Assets under management$8.8M$9.2M$9.2M
Asset growth, last 2 years––+15%
Advisory staff113
Individual clients6–34
Assets per client$1.5M–$272K
Clients per advisor6–11
Main custodian–––
Filing with the SEC since202620262014
Tools in their stack9––
People on Advicer.bio113

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

ToolAtaroke WealthIt Matters Financial, LLCCrane Investments Inc
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Advisor Lead Gen
WealthtenderUses it––
Advisory Fee Billing
AdvicePayUses it––
Client Texting
CurrentClientUses it––
CRM
Slant (Slant CRM)Uses it––
Financial Planning
KerdoraUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––