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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+ Main Street Financial $71.1M · Purchase, NY
Richmond, VA
Latham, NY
Assets under management$74.9M$78.7M$71.1M
Asset growth, last 2 years+5,877%+5%–
Advisory staff212
Individual clients68,370275115
Assets per client$1K$286K$618K
Clients per advisor34,18527558
Main custodianAlpaca Securities LLCFidelitySchwab
Filing with the SEC since202120142024
Tools in their stack–––
People on Advicer.bio–12

From each firm's latest Form ADV (Sep 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

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 · Monthie Wealth Advisors: Schwab