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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 Journey Equity Wealth Management LLC (swap one in):+ Fidere $11M · San Francisco, CA+ Hathaway Advisory $11M · Arlington, MA+ Judson Investments LLC $9.9M · Greenwich, CT+ Buff Your Finances $9.9M · Thousand Oaks, CA
Downey, CA
Del Mar, CA
Assets under management$10.5M$11.1M$9.9M
Asset growth, last 2 years––+167%
Advisory staff112
Individual clients1063915
Assets per client$99K$284K$663K
Clients per advisor106398
Main custodian––Interactive Brokers
Filing with the SEC since202620262016
Tools in their stack231
People on Advicer.bio11–

From each firm's latest Form ADV (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.

ToolJourney Equity Wealth Management LLCFlightpath Financial PlanningKyur, Inc.
Custodial Platform
Altruist–Uses it–
Interactive Brokers––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Journey Equity Wealth Management LLC: none listed · Flightpath Financial Planning: none listed · Kyur, Inc.: Interactive Brokers, Fidelity