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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 Auxi Asset Management, LLC (swap one in):+ Stillwater Capital Management $102.5M · Carmel-By-The-Sea, CA+ Capital Synergy Partners $102.3M · Irvine, CA+ Murphy Investment Advisors, Inc. $92M · Pasadena, CA+ Mundoval Capital Management, Inc. $91.9M · La Jolla, CA
Danville, CA
Brea, CA
Westlake Village, CA
Assets under management$97.3M$102.4M$92.4M
Asset growth, last 2 years–+234%+1,110%
Advisory staff221
Individual clients5812667
Assets per client$1.7M$812K$1.4M
Clients per advisor296367
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2019
Tools in their stack–24
People on Advicer.bio22–

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.

ToolAuxi Asset Management, LLCAnchor Financial GroupStrava Financial, LLC
Financial Planning
Envestnet MoneyGuide––Uses it
RightCapital (Right Capital)–Uses it–
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Auxi Asset Management, LLC: none listed · Anchor Financial Group: none listed · Strava Financial, LLC: Schwab