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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 J. Benjamin Financial, LLC (swap one in):+ One Wild Life Advisors LLC $40.2M · Chicago, IL+ Walker & Associates $40.2M+ Margo Park Financial $36.3M · San Diego, CA+ Your-Financial-Lifeguard $36.3M
Mount Pleasant, SC
Greenville, SC
Temecula, CA
Assets under management$38.3M$40.2M$40.2M
Asset growth, last 2 years+636%––
Advisory staff311
Individual clients13861182
Assets per client$277K$659K$221K
Clients per advisor4661182
Main custodian–––
Filing with the SEC since201620262026
Tools in their stack2–5
People on Advicer.bio211

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

ToolJ. Benjamin Financial, LLCGreenville CapitalBridger Financial Services, LLC
Custodial Platform
Altruist––Uses it
Interactive BrokersUses it––
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
Dropbox––Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it