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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 Beacon Asset Management (swap one in):+ Encore Retirement Planning, LLC $37.8M · South Jordan, UT+ Eugenio Financial $37.8M+ Burdick Wealth Management, LLC $34.2M+ Frank Elmer Investment Strategies LLC $34.1M · Los Altos, CA
San Francisco, CA
San Francisco, CA
Assets under management$36M$37.8M$37.8M
Asset growth, last 2 years–––
Advisory staff121
Individual clients12911155
Assets per client$279K$340K$687K
Clients per advisor1295655
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack15–
People on Advicer.bio121

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

ToolBeacon Asset ManagementAmoretti Capital ManagementLee, Kimun
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Website Builders
Squarespace–Uses it–
WixUses it––
401(k) Implementation
Vestwell–Uses it–
Schedule Apps
Calendly–Uses it–