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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 Empirikal Partners LLC (swap one in):+ Meringoff Wealth Management Group, LLC $91.9M+ Incomar Investments, LLC $91.9M · Sugar Land, TX+ Pilot Asset Management LLC $83.1M · Winnetka, IL+ Stewardship Financial $83.1M · Gilbert, AZ
Johnson City, TN
La Jolla, CA
Assets under management$87.5M$91.9M$91.9M
Asset growth, last 2 years––+37%
Advisory staff1113
Individual clients19911064
Assets per client$440K$836K$1.4M
Clients per advisor1811021
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack––4
People on Advicer.bio1013

From each firm's latest Form ADV (Oct 2026, Apr 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

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.

ToolEmpirikal Partners LLCAllied InvestmentsMundoval Capital Management, Inc.
CRM
HubSpot––Uses it
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Empirikal Partners LLC: none listed · Allied Investments: none listed · Mundoval Capital Management, Inc.: Schwab, BNY