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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 Eko (swap one in):+ Empowered Retirement, Inc. $78.7M · Roseland, NJ+ David De Koekkoek, CFP, Ea $78.6M · Chino, CA+ Dba Olson Associates $71.1M · Roswell, GA+ Main Street Financial $71.1M · Purchase, NY
Richmond, VA
Suwanee, GA
Assets under management$74.9M$78.7M$78.7M
Asset growth, last 2 years+5,877%+5%–
Advisory staff212
Individual clients68,37027591
Assets per client$1K$286K$864K
Clients per advisor34,18527546
Main custodianAlpaca Securities LLCFidelity–
Filing with the SEC since202120142026
Tools in their stack––2
People on Advicer.bio–12

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

ToolEkoHarvest Financial Group, LLCCenturion Advisory Group, Inc
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Eko: Alpaca Securities LLC · Harvest Financial Group, LLC: Fidelity, Schwab · Centurion Advisory Group, Inc: none listed