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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+ Aktive Capital Management, LLC $8.6M+ American Executive Advisors, LLC $8.6M · Alexandria, VA
Mclean, VA
Assets under management$9.1M$9.6M$8.7M
Asset growth, last 2 years–––
Advisory staff111
Individual clients52414
Assets per client$1.8M$399K$618K
Clients per advisor52414
Main custodian––Interactive Brokers
Filing with the SEC since202320262024
Tools in their stack1––
People on Advicer.bio–11

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

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.

ToolBenjamins MoneyLighthouse Advisory Services, Inc.Da Wealth Advisors
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Benjamins Money: none listed · Lighthouse Advisory Services, Inc.: none listed · Da Wealth Advisors: Interactive Brokers