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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 Blue Monarch Financial Inc. (swap one in):+ Rich Michaels Investments, LLC $9.3M+ Vetworth $9.3M · Peachtree City, GA+ Hoover Capital Management, LLC $8.3M · Southlake, TX+ Therawealth, LLC $8.3M · Southlake, TX
Greenville, TX
Irving, TX
Brooklyn, NY
Assets under management$8.9M$9.3M$9.3M
Asset growth, last 2 years––−53%
Advisory staff212
Individual clients44291
Assets per client$201K$321K$9.3M
Clients per advisor22291
Main custodian–––
Filing with the SEC since202620262020
Tools in their stack–6–
People on Advicer.bio212

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

ToolBlue Monarch Financial Inc.Empowerment Financial Advisors LLCEssex Advisory
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
E-Signature
Adobe Sign–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–