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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 Aurora Investment Counsel (swap one in):+ Tassel Capital Management, Inc $266M · Matthews, NC+ Bernzott Capital Advisors $265.4M · Camarillo, CA+ Ifs Group $240M · Mechanicsburg, PA+ Galleria Financial Advisors, LLC $239.2M · Atlanta, GA
Atlanta, GA
Whittier, CA
Austin, TX
Assets under management$252.7M$265.7M$239.8M
Asset growth, last 2 years+15%+58%+103%
Advisory staff237
Individual clients53659572
Assets per client$4.8M$403K$419K
Clients per advisor2722082
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212024
Tools in their stack––2
People on Advicer.bio2331

From each firm's latest Form ADV (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

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.

ToolAurora Investment CounselCerda Munoz Advisors, IncForefront
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Aurora Investment Counsel: Schwab · Cerda Munoz Advisors, Inc: Schwab, Nationwide Investment Services Corporation, Matrix Financial Solutions, Transamerica · Forefront: Schwab