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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 Imagine Financial Services (swap one in):+ Moore Money Advisory $13.6M · Azusa, CA+ Avidity Capital $13.6M · Hanford, CA+ Encore Wealth Advisors, LLC $12.3M+ Master Plan Wealth Management, L.l.c. $12.3M
Assets under management$13M$13.6M$12.3M
Asset growth, last 2 years––+84%
Advisory staff111
Individual clients423824
Assets per client$308K$358K$513K
Clients per advisor423824
Main custodian––Altruist
Filing with the SEC since202620262022
Tools in their stack65–
People on Advicer.bio111

From each firm's latest Form ADV (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

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.

ToolImagine Financial ServicesDefining Legacy AdvisorsRb Investment Management Inc.
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses itUses it–
eMoney–Uses it–
Advisory Fee Billing
AdvicePayUses it––
Client Data Gathering
PreciseFP–Uses it–
CRM
SS&C Black Diamond–Uses it–
Schedule Apps
CalendlyUses itUses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Imagine Financial Services: none listed · Defining Legacy Advisors: none listed · Rb Investment Management Inc.: Altruist