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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 Magnifi (swap one in):+ Falcon Royal Investment Management $2.2M+ Rational Frontier Advisors, LLC $2.2M+ Convert Financial Services LLC $2M+ King Retirement Solutions, LLC $2M
Boulder, CO
Colorado Springs, CO
San Ramon, CA
Assets under management$2.1M$2.3M$2.2M
Asset growth, last 2 years+28%––
Advisory staff211
Individual clients7,6481811
Assets per client$276.61087866108784$125K$202K
Clients per advisor3,8241811
Main custodianApex Clearing––
Filing with the SEC since202020262026
Tools in their stack––1
People on Advicer.bio–11

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

ToolMagnifiReplica Wealth Advisors IncInversewealth LLC
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Magnifi: Apex Clearing · Replica Wealth Advisors Inc: none listed · Inversewealth LLC: none listed