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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 Marathon Retirement Planning (swap one in):+ Focused Finances, LLC $67.8M · Oakland, CA+ Black Hill Capital Partners, LLC $67.7M · San Francisco, CA+ Rjg Financial $61M · Dallas, TX+ Steinmetz Financial Planning $60.7M · Redwood City, CA
Dublin, CA
Roseville, CA
Assets under management$64.3M$67.7M$61M
Asset growth, last 2 years–––
Advisory staff132
Individual clients116253154
Assets per client$554K$268K$396K
Clients per advisor1168477
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––1
People on Advicer.bio232

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

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.

ToolMarathon Retirement PlanningMeasured FinancialBayrock Financial, L.l.c.
Schedule Apps
Calendly––Uses it