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.

Investable
Tangent Financial
Clarity Financial

	Investable	Tangent Financial	Clarity Financial Arcadia, CA
Assets under management	$490K	$518K	$462K
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	1
Individual clients	80	5	5
Assets per client	$6K	$104K	$92K
Clients per advisor	80	5	5
Main custodian	–	–	–
Filing with the SEC since	2024	2026	2026
Tools in their stack	–	1	3
People on Advicer.bio	1	1	1

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