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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 Empowering Financial (swap one in):+ Mobjack Investments $1.4M+ Quants Compete $1.4M · Brentwood, TN+ Shawnee Investments & Planning $1.2M+ Diamond Wealth Partners $1.2M
Lafayette, CA
Huntington Beach, CA
Assets under management$1.3M$1.4M$1.2M
Asset growth, last 2 years–−95%–
Advisory staff111
Individual clients5–14
Assets per client$260K–$88K
Clients per advisor5–14
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack––3
People on Advicer.bio111

From each firm's latest Form ADV (Jun 2026, Jan 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

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.

ToolEmpowering FinancialGregory Advisors Inc.Lee Financial Group
Advisor Lead Gen
Fee-Only Network––Uses it
Schedule Apps
Calendly––Uses it
Tax Planning
FP Alpha––Uses it