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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 Measured Strategies LLC (swap one in):+ Rosecliff Capital Advisory LLC $27.3M · New York, NY+ Spahr Financial Group, LLC $27.3M · Huntington Beach, CA+ Okemo Capital Management, LLC $24.6M · Stow, MA+ Purposeful Planning $24.6M · Las Vegas, NV
Healdsburg, CA
Brooklyn, NY
Assets under management$26M$27.3M$24.7M
Asset growth, last 2 years–––
Advisory staff211
Individual clients13895
Assets per client$2M$3.4M$260K
Clients per advisor7895
Main custodian–––
Filing with the SEC since202620262021
Tools in their stack2––
People on Advicer.bio211

From each firm's latest Form ADV (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

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.

ToolMeasured Strategies LLCIluka AdvisorsAqs Management, LLC
Custodial Platform
Interactive BrokersUses it––
Website Builders
WebflowUses it––