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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 Casi Investments (swap one in):+ Hickok Advisory, LLC $130K · Campbell, CA+ Ebanks Financial Solutions, LLC $130K+ Aragon Advisors $111K · Corona, CA+ Black Sea Investment Group $110K · North Richland Hills, TX
Baltimore, MD
Newport Beach, CA
Assets under management$120K$130K$128K
Asset growth, last 2 years–––
Advisory staff212
Individual clients67423
Assets per client$2K$32K$6K
Clients per advisor34412
Main custodian–––
Filing with the SEC since202420262024
Tools in their stack––1
People on Advicer.bio11–

From each firm's latest Form ADV (May 2024, 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.

ToolCasi InvestmentsMidwest Retirement Partners, LLCWing
Website Builders
Webflow––Uses it