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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 Confide (swap one in):+ First Financial Strategies Inc $13.3M · Phoenix, AZ+ Eid Capital $13.3M · Dallas, TX+ Porter Wealth Management, LLC $12M · Atlanta, GA+ Net Worth Advisory Services $12M
Assets under management$12.6M$13.3M$12M
Asset growth, last 2 years–––
Advisory staff111
Individual clients812108
Assets per client$1.6M$1.1M$111K
Clients per advisor812108
Main custodian–––
Filing with the SEC since202620252026
Tools in their stack1–2
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Mar 2025, Oct 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.

ToolConfideClancy Capital Advisors LLCHarris Wealth Management, Inc.
Schedule Apps
Calendly––Uses it
Website Builders
WixUses it–Uses it