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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 Faison Capital LLC (swap one in):+ Cairn Financial Group $77.4M+ Atlas Investment Advisory LLC $77.4M · Canton, GA+ Efs Asset Management LLC $70M · Dallas, TX+ Wealth Alliance, LLC $70M · San Diego, CA
Lake Worth Beach, FL
Waukee, IA
Assets under management$73.7M$77.4M$70M
Asset growth, last 2 years+51%––
Advisory staff121
Individual clients214264
Assets per client$3.5M$1.8M$1.1M
Clients per advisor212164
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––3
People on Advicer.bio–21

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

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.

ToolFaison Capital LLCAaron Brask CapitalActis Wealth Management
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Planning Light
Advyzon––Uses it