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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 La Loma Capital (swap one in):+ Tusker Capital, LLC $2M · Manhattan Beach, CA+ Tadpole Investments LLC $2M+ Kavout Algo Financial LLC $1.8M · Seattle, WA+ Mjc Financial Fitness LLC $1.8M
Assets under management$1.9M$2M$1.8M
Asset growth, last 2 years–––
Advisory staff111
Individual clients2322
Assets per client$949K$666K$82K
Clients per advisor2322
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–42
People on Advicer.bio111

From each firm's latest Form ADV (Oct 2026, Aug 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.

ToolLa Loma CapitalAxon Capital ManagementDeveloping Financial
Schedule Apps
Acuity Scheduling––Uses it
Calendly–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses itUses it
Website Builders
Webflow–Uses it–