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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 Everwealth (swap one in):+ Ocean Avenue Wealth Management $85.9M · Santa Monica, CA+ Shrier Associates, LLC $85.9M+ Ethos Capital Group, LLC $77.6M · Little Rock, AR+ Bleeck Financial Management, Inc. $77.6M · Carmel, CA
Tulsa, OK
Assets under management$81.7M$85.9M$77.6M
Asset growth, last 2 years–+85%−73%
Advisory staff211
Individual clients102927
Assets per client$801K$9.5M$2.9M
Clients per advisor51927
Main custodian––Fidelity
Filing with the SEC since20262012 or earlier2023
Tools in their stack211
People on Advicer.bio211

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

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.

ToolEverwealthGridley Associates IncAlignment Financial Group
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Digital Marketing
Snappy Kraken––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Everwealth: none listed · Gridley Associates Inc: none listed · Alignment Financial Group: Fidelity, Paychex Securities Corporation