Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Mem Investments (swap one in):+ Sagent Wealth Management $100.4M · Laguna Beach, CA+ The Sullivan Group $100.1M · Roseville, CA+ Advenire Wealth Management $90.5M · Colorado Springs, CO+ Monvia Financial L.p. $90.3M · Walnut Creek, CA
Laguna Beach, CA
Rolling Hills Estates, CA
Long Beach, CA
Assets under management$95.3M$100.1M$100.2M
Asset growth, last 2 years––+116%
Advisory staff112
Individual clients7817136
Assets per client$1.2M$5.9M$737K
Clients per advisor781768
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack–1–
People on Advicer.bio112

From each firm's latest Form ADV (Jan 2026, 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

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.

ToolMem InvestmentsDarrell Capital Management, LLCAugustus Wealth, LLC
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Mem Investments: none listed · Darrell Capital Management, LLC: none listed · Augustus Wealth, LLC: Schwab