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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 Everythinghr Financial Services LLC (swap one in):+ Veritas Bitcoin Strategies, LLC. Dba Veritas Bitcoin Strategies $24.2M · Madras, OR+ Saga Partners LLC $24.2M+ Pacific Wealth Partners, LLC $21.8M+ Advanced Financial Management, Inc. $21.6M · Lambertville, MI
Rochester Hills, MI
Newport Beach, CA
Assets under management$23M$24.2M$21.8M
Asset growth, last 2 years–––
Advisory staff211
Individual clients90–27
Assets per client$256K–$809K
Clients per advisor45–27
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack1–2
People on Advicer.bio211

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

ToolEverythinghr Financial Services LLCCentriplan, LLCBallaster Financial
Financial Planning
Envestnet MoneyGuideUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it