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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 Magnum Financial (swap one in):+ Global Special Situations Research Co. Inc. $14.9M · New York, NY+ Grimaldi Investment Services, LLC $14.8M+ Regista Financial Strategies, LLC $13.4M · Denver, CO+ Ford Financial Fitness $13.4M
Bothell, WA
Montreal, Quebec
Assets under management$14.1M$14.9M$14.9M
Asset growth, last 2 years––+131%
Advisory staff123
Individual clients501610,048
Assets per client$283K$928K$1K
Clients per advisor5083,349
Main custodian––Dtcc
Filing with the SEC since202620262018
Tools in their stack–––
People on Advicer.bio–2–

From each firm's latest Form ADV (Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Magnum Financial: none listed · A5 Financial LLC: none listed · Beanstox: Dtcc