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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 Brighthaven Financial Advisors (swap one in):+ Wealthlynk, Inc. $112M · Fallbrook, CA+ Equitta Advisors LLC $111.9M · Milford, OH+ Zeches Wealth Management $101.1M · Tucson, AZ+ Cmh Wealth Management $101.1M · Dallas, TX
Huntsville, AL
New York, NY
Assets under management$106.6M$111.9M$101.2M
Asset growth, last 2 years–+21%–
Advisory staff440
Individual clients18860104
Assets per client$567K$1.9M$973K
Clients per advisor4715–
Main custodian–Schwab–
Filing with the SEC since20262012 or earlier2026
Tools in their stack2––
People on Advicer.bio431

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

ToolBrighthaven Financial AdvisorsLeeb Capital Management, Inc.Asset Management Associates
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Brighthaven Financial Advisors: none listed · Leeb Capital Management, Inc.: Schwab · Asset Management Associates: none listed