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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 Benjamins Money (swap one in):+ Pine to Palm Financial, LLC $9.6M+ Adaptive Advisory, LLC $9.6M+ Da Wealth Advisors $8.7M+ American Executive Advisors, LLC $8.6M · Alexandria, VA
Mclean, VA
Assets under management$9.1M$9.6M$9.6M
Asset growth, last 2 years–––
Advisory staff112
Individual clients52410
Assets per client$1.8M$399K$959K
Clients per advisor5245
Main custodian–––
Filing with the SEC since202320262026
Tools in their stack1––
People on Advicer.bio–12

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

ToolBenjamins MoneyLighthouse Advisory Services, Inc.Amwh Asset Management LLC
Schedule Apps
CalendlyUses it––