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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):+ Centurion Advisory Group, Inc $78.7M · Suwanee, GA+ David De Koekkoek, CFP, Ea $78.6M · Chino, CA+ Dba Olson Associates $71.1M · Roswell, GA+ Monthie Wealth Advisors $71.1M · Latham, NY
Richmond, VA
Purchase, NY
Assets under management$74.9M$78.7M$71.1M
Asset growth, last 2 years+5,877%+5%+22%
Advisory staff213
Individual clients68,37027598
Assets per client$1K$286K$726K
Clients per advisor34,18527533
Main custodianAlpaca Securities LLCFidelityFidelity
Filing with the SEC since202120142012 or earlier
Tools in their stack–––
People on Advicer.bio–13

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Eko: Alpaca Securities LLC · Harvest Financial Group, LLC: Fidelity, Schwab · Main Street Financial: Fidelity