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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 El Menudo Cuenta LLC (swap one in):+ Cardinal Wealth Management LLC $5K+ Hammond Wealth Partners $4K+ Affordable Life Plans, LLC $3K · Frisco, TX+ Temecula Valley Stock Exchange $3K
Miami, FL
Tampa, FL
Los Angeles, CA
Assets under management$4K$5K$3K
Asset growth, last 2 years–––
Advisory staff111
Individual clients1151
Assets per client$327.27272727272725$1K$3K
Clients per advisor1151
Main custodianInteractive Brokers––
Filing with the SEC since202320262026
Tools in their stack1––
People on Advicer.bio––1

From each firm's latest Form ADV (Apr 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

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.

ToolEl Menudo Cuenta LLCCarbon Wealth ManagementCrenshaw Capital Management
Website Builders
WixUses it––

Custodians on Form ADV: El Menudo Cuenta LLC: Interactive Brokers · Carbon Wealth Management: none listed · Crenshaw Capital Management: none listed