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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 Flores Bayne LLC (swap one in):+ Rich Michaels Investments, LLC $9.3M+ Vetworth $9.3M · Peachtree City, GA+ Targeted Financial Planning LLC $8.4M+ Valkyrie Financial $8.4M
Brooklyn, NY
Assets under management$8.9M$9.3M$8.4M
Asset growth, last 2 years–−53%–
Advisory staff121
Individual clients–144
Assets per client–$9.3M$191K
Clients per advisor–144
Main custodian–––
Filing with the SEC since202620202026
Tools in their stack––3
People on Advicer.bio121

From each firm's latest Form ADV (Mar 2026, Sep 2026, Aug 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.

ToolFlores Bayne LLCEssex AdvisoryMission Park Capital, LLC
Education Planning
CFS (College Funding Solutions?)––Uses it
Portfolio Management
Blueleaf––Uses it
Website Builders
Wix––Uses it