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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 Mechfi (swap one in):+ Prima Innotech $250K+ Summit Wealth Management $246K+ Hillhurst Wealth Management LLC $219K+ Shai Weinbaum Investment Management $219K
Brandon, FL
Assets under management$234K$247K$217K
Asset growth, last 2 years–––
Advisory staff111
Individual clients63–
Assets per client$39K$82K–
Clients per advisor63–
Main custodian–––
Filing with the SEC since202220262026
Tools in their stack––1
People on Advicer.bio1–1

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

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.

ToolMechfiBlue Compass Wealth Management, LLCAris Alpha LLC
Schedule Apps
Calendly––Uses it