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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 Elion Financial, LLC (swap one in):+ Portfolio Strategies Inc $50.2M · Tacoma, WA+ Raider Dennis Agency $50.2M · Farmington, MI+ Victory Wealth Services, LLC $45.4M · Prescott, AZ+ Invest Smart USA, Inc. $45.3M · Scottsdale, AZ
Tucson, AZ
Newport, RI
Assets under management$47.8M$50.2M$50.2M
Asset growth, last 2 years––−3%
Advisory staff121
Individual clients534525
Assets per client$901K$1.1M$2M
Clients per advisor532325
Main custodian––Schwab
Filing with the SEC since202620262016
Tools in their stack631
People on Advicer.bio121

From each firm's latest Form ADV (Aug 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

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.

ToolElion Financial, LLCUbequity Wealth Management, LLCMerlin Asset Management
Advisor Lead Gen
Fee-Only NetworkUses it––
WealthtenderUses it––
Zoe FinancialUses it––
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)–Uses it–
Custodial Platform
SEI–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses itUses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Elion Financial, LLC: none listed · Ubequity Wealth Management, LLC: none listed · Merlin Asset Management: Schwab