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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 Avidity Capital (swap one in):+ Einstok Wealth Management LLC $14.3M+ Melchior Investments LLC $14.3M+ App $12.9M · San Mateo, CA+ Qubed Capital, LLC $12.9M · Oakland, CA
Hanford, CA
Beverly Hills, CA
Sarasota, FL
Assets under management$13.6M$14.3M$14.3M
Asset growth, last 2 years–––
Advisory staff121
Individual clients581099
Assets per client$235K$1.4M$144K
Clients per advisor58599
Main custodian–Interactive Brokers–
Filing with the SEC since202620242026
Tools in their stack–––
People on Advicer.bio–21

From each firm's latest Form ADV (Apr 2026, May 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Avidity Capital: none listed · Sagewater Wealth Management LLC: Interactive Brokers, Schwab · Starkel Wealth Advisors, LLC: none listed