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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 Econologics Financial Advisors (swap one in):+ Davis Private Wealth, LLC $192.7M · Royal Palm Beach, FL+ Greenshields Capital LLC $192.5M · El Segundo, CA+ Winning Points Advisors, L.l.c. $173.1M · Boca Raton, FL+ Azzendo Wealth Advisors $173.1M · Hollywood, FL
Largo, FL
Bradenton, FL
Boca Raton, FL
Assets under management$183.2M$192.8M$193.5M
Asset growth, last 2 years+60%+52%+85%
Advisory staff614
Individual clients291250112
Assets per client$630K$771K$1.7M
Clients per advisor4925028
Main custodianAssetMarkSchwabSchwab
Filing with the SEC since201320192022
Tools in their stack––3
People on Advicer.bio814

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

ToolEconologics Financial AdvisorsSetchfield Asset ManagementOne Wealth Investors
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Econologics Financial Advisors: AssetMark · Setchfield Asset Management: Schwab · One Wealth Investors: Schwab, J.P. Morgan