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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 Galvez Financial LLC (swap one in):+ Blue Compass Wealth Management, LLC $247K · Brandon, FL+ Daba Advisors LLC $228K · Miami, FL+ Unlock Investments $197K+ Dobbins Capital Management $194K · Taylor, MI
Parrish, FL
Miami, FL
Hermosa Beach, CA
Assets under management$209K$245K$198K
Asset growth, last 2 years–––
Advisory staff111
Individual clients1037
Assets per client$21K$82K$28K
Clients per advisor1037
Main custodian––Apexus Capital LLC
Filing with the SEC since202620262024
Tools in their stack1––
People on Advicer.bio111

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

ToolGalvez Financial LLCWca Advisors, LLCMunifi, LLC
CRM
HubSpotUses it––

Custodians on Form ADV: Galvez Financial LLC: none listed · Wca Advisors, LLC: none listed · Munifi, LLC: Apexus Capital LLC