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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):+ Prana Wealth Management LLC $27.3M+ Spahr Financial Group, LLC $27.3M · Huntington Beach, CA+ Aqs Management, LLC $24.7M · Brooklyn, NY+ Okemo Capital Management, LLC $24.6M · Stow, MA
Healdsburg, CA
New York, NY
Assets under management$26M$27.3M$27.3M
Asset growth, last 2 years––+3%
Advisory staff212
Individual clients138185
Assets per client$2M$3.4M$147K
Clients per advisor7893
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack2–1
People on Advicer.bio21–

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

ToolMeasured Strategies LLCIluka AdvisorsRosecliff Capital Advisory LLC
Website Builders
WebflowUses it––
Wix––Uses it
Custodial Platform
Interactive BrokersUses it––

Custodians on Form ADV: Measured Strategies LLC: none listed · Iluka Advisors: none listed · Rosecliff Capital Advisory LLC: Schwab