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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 Aurevia Capital Inc. (swap one in):+ Abundance Pathways $109K+ Triunity Financial Planning, LLC $106K+ Jim Hannley, LLC $95K+ Riskhedge Analytics, LLC $95K
Irvine, CA
Corona, CA
Newport Beach, CA
Assets under management$101K$111K$128K
Asset growth, last 2 years–––
Advisory staff112
Individual clients11123
Assets per client$101K$10K$6K
Clients per advisor11112
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack1–1
People on Advicer.bio11–

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

ToolAurevia Capital Inc.Aragon AdvisorsWing
Website Builders
Webflow––Uses it
WixUses it––