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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):+ O'connor Capital Advisory, LLC $112.1M · Scottsdale, AZ+ Wealthlynk, Inc. $112M · Fallbrook, CA+ Asset Management Associates $101.2M+ Zeches Wealth Management $101.1M · Tucson, AZ
Huntsville, AL
New York, NY
Milford, OH
Assets under management$106.6M$111.9M$111.9M
Asset growth, last 2 years–+21%–
Advisory staff442
Individual clients18860118
Assets per client$567K$1.9M$948K
Clients per advisor471559
Main custodian–Schwab–
Filing with the SEC since20262012 or earlier2026
Tools in their stack2–3
People on Advicer.bio432

From each firm's latest Form ADV (Oct 2026, May 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.Equitta Advisors LLC
Schedule Apps
CalendlyUses it––
OnceHub––Uses it
Website Builders
Webflow––Uses it
WixUses it––
Financial Planning
eMoney––Uses it

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