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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 Duckett Wealth Management (swap one in):+ Knight and Company Wealth Advisors, LLC $56.9M · Pleasanton, CA+ Afs Investments $56.5M · Turlock, CA+ Index Gurus, Inc. $50.9M+ Fernandez Wealth Management $50.8M
Irvine, CA
Los Angeles, CA
Fairport, NY
Assets under management$53.6M$56.6M$50.8M
Asset growth, last 2 years––+19%
Advisory staff222
Individual clients1007892
Assets per client$536K$725K$553K
Clients per advisor503946
Main custodian––Schwab
Filing with the SEC since202620262015
Tools in their stack–3–
People on Advicer.bio22–

From each firm's latest Form ADV (Oct 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

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.

ToolDuckett Wealth ManagementMcintosh Capital Advisors, Inc.Seaway Advisors
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Risk Tolerance
StratiFi–Uses it–

Custodians on Form ADV: Duckett Wealth Management: none listed · Mcintosh Capital Advisors, Inc.: none listed · Seaway Advisors: Schwab