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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 Infinitespring (swap one in):+ Texas First Investment Management Company $200K+ Unlock Investments $197K+ Aesop Advisor, LLC $177K+ Strategic International $177K
Hermosa Beach, CA
Assets under management$187K$198K$200K
Asset growth, last 2 years–––
Advisory staff111
Individual clients57–
Assets per client$37K$28K–
Clients per advisor57–
Main custodian–Apexus Capital LLC–
Filing with the SEC since202620242026
Tools in their stack––1
People on Advicer.bio111

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

ToolInfinitespringMunifi, LLCA.g. Advisory Firm, LLC
Website Builders
Wix––Uses it

Custodians on Form ADV: Infinitespring: none listed · Munifi, LLC: Apexus Capital LLC · A.g. Advisory Firm, LLC: none listed