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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):+ Mundoval Capital Management, Inc. $91.9M · La Jolla, CA+ Incomar Investments, LLC $91.9M · Sugar Land, TX+ Stewardship Financial $83.1M · Gilbert, AZ+ Heartwood Financial Services $83.1M
Johnson City, TN
Winnetka, IL
Assets under management$87.5M$91.9M$83.1M
Asset growth, last 2 years–––
Advisory staff1111
Individual clients199110163
Assets per client$440K$836K$510K
Clients per advisor18110163
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––2
People on Advicer.bio1011

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

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 InvestmentsPilot Asset Management LLC
Custodial Platform
Charles Schwab––Uses it
Website Builders
Squarespace––Uses it