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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 Behage Financial (swap one in):+ Three Main Points LLC $14.4M+ Fortress Capital Advisors $14.4M+ Cm First Capital Corp. $12.9M · Huntington Beach, CA+ App $12.9M · San Mateo, CA
Campbell, CA
Newburyport, MA
Assets under management$13.7M$14.4M$14.4M
Asset growth, last 2 years–––
Advisory staff111
Individual clients14720
Assets per client$978K$2.1M$720K
Clients per advisor14720
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–6–
People on Advicer.bio111

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

ToolBehage FinancialAccess Financial Planning, LLCCollins Advisors
Advisor Lead Gen
Fee-Only Network–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–
TAMP
Focus Partners Advisor Solutions–Uses it–