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.

Lock Wealth Management
Mozella Asset Management
Unifimoney RIA

	Lock Wealth Management	Mozella Asset Management St. Petersburg, FL	Unifimoney RIA Austin, TX
Assets under management	$296K	$313K	$314K
Asset growth, last 2 years	–	–	+528%
Advisory staff	1	1	1
Individual clients	6	3	460
Assets per client	$49K	$104K	$682.6086956521739
Clients per advisor	6	3	460
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2023
Tools in their stack	3	–	3
People on Advicer.bio	1	1	1

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