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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+ Mckinney Asset Management Inc. $38M · Atlanta, GA+ Crystal Capital Management Corporation $38M · Saugus, MA
New Orleans, LA
Irvine, CA
Assets under management$40M$42M$38M
Asset growth, last 2 years–+179%–
Advisory staff111
Individual clients2128131
Assets per client$189K$519K$1.2M
Clients per advisor2128131
Main custodian–––
Filing with the SEC since202620152026
Tools in their stack3–2
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, LLCOz Wealth Management LLC
401(k) Implementation
Human InterestUses it––
Custodial Platform
Altruist––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
Webflow––Uses it