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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 Equal Path Investments (swap one in):+ US Capital Global Wealth Management, LLC $24.5M · San Francisco, CA+ Azm Financial $24.5M+ Family Retirement LLC $22M · Seattle, WA+ Mellor & Associates LLC $22M · Bellevue, WA
Tacoma, WA
Englewood, CO
Saranac Lake, NY
Assets under management$23.3M$24.5M$24.5M
Asset growth, last 2 years–––
Advisory staff111
Individual clients322752
Assets per client$728K$907K$471K
Clients per advisor322752
Main custodian––Schwab
Filing with the SEC since202620262023
Tools in their stack–––
People on Advicer.bio1–2

From each firm's latest Form ADV (Aug 2026, Jun 2026, Feb 2025). 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Equal Path Investments: none listed · New Frontier Wealth Management: none listed · Fiorile & Associates, LLC: Schwab