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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):+ Presidio Financial Advisors LLC $4.7M · Santa Barbara, CA+ Montgomery Capital Management, LLC $4.7M · Newport News, VA+ Baker Wealth Advisors, LLC. $4.3M+ Thomas Everett Investments, LLC $4.3M
Fort Myers, FL
Winter Park, FL
Assets under management$4.5M$4.7M$4.3M
Asset growth, last 2 years–––
Advisory staff111
Individual clients331932
Assets per client$136K$249K$133K
Clients per advisor331932
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack14–
People on Advicer.bio–1–

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

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