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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 Eubanks Financial (swap one in):+ Arons Wealth Management LLC $4.7M+ Montgomery Capital Management, LLC $4.7M · Newport News, VA+ Baker Wealth Advisors, LLC. $4.3M+ Toro Financial Advisors $4.3M · Winter Park, FL
Fort Myers, FL
Santa Barbara, CA
Assets under management$4.5M$4.7M$4.7M
Asset growth, last 2 years–––
Advisory staff111
Individual clients331912
Assets per client$136K$249K$395K
Clients per advisor331912
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack142
People on Advicer.bio–11

From each firm's latest Form ADV (Oct 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.

ToolEubanks FinancialAdvising for Life, LLCPresidio Financial Advisors LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
WixUses it–Uses it