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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 Demauriac LLC (swap one in):+ Power Investing $42.1M+ Expected Value Management LLC $42M+ Oz Wealth Management LLC $38M · Irvine, CA+ Crystal Capital Management Corporation $38M · Saugus, MA
New Orleans, LA
Atlanta, GA
Assets under management$40M$42M$38M
Asset growth, last 2 years–+179%+44%
Advisory staff111
Individual clients2128173
Assets per client$189K$519K$521K
Clients per advisor2128173
Main custodian–––
Filing with the SEC since202620152012 or earlier
Tools in their stack3–1
People on Advicer.bio111

From each firm's latest Form ADV (Feb 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

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.

ToolDemauriac LLCConfidant Financial Solutions, LLCMckinney Asset Management Inc.
401(k) Implementation
Human InterestUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it––