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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 Gargas Investments LLC (swap one in):+ Wheeler Financial Planning LLC $9.4M · St. Charles, MO+ Vetworth $9.3M · Peachtree City, GA+ Valkyrie Financial $8.4M+ Roads Capital LLC $8.4M
Van Buren, MO
Brooklyn, NY
Assets under management$8.8M$9.3M$9.3M
Asset growth, last 2 years–−53%–
Advisory staff121
Individual clients37141
Assets per client$239K$9.3M$227K
Clients per advisor37141
Main custodian–––
Filing with the SEC since202620202026
Tools in their stack––1
People on Advicer.bio221

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

ToolGargas Investments LLCEssex AdvisoryRich Michaels Investments, LLC
Email & Office Suites
Microsoft 365––Uses it