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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 Happyrich Capital (swap one in):+ Moneywell $64.2M+ Lagos Wealth Advisors $64.2M · Diamond Bar, CA+ Your Choice Financial LLC $58M+ Iron Path Wealth Management, Inc. $58M
Mesa, AZ
Assets under management$61.1M$64.2M$58M
Asset growth, last 2 years–+20%–
Advisory staff416
Individual clients5547478
Assets per client$1.1M$1.4M$121K
Clients per advisor144780
Main custodian–––
Filing with the SEC since202620142026
Tools in their stack1–2
People on Advicer.bio4–4

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

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.

ToolHappyrich CapitalSpringdale CapitalFleming Financial Services
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Wix––Uses it