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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 Million Pebbles (swap one in):+ Revise Capital LLC $8.1M+ Envest Advisors, LLC $8.1M · Myrtle Beach, SC+ First Fidelity Group LLC $7.3M+ Phase Line Financial $7.3M
Newport Beach, CA
Assets under management$7.7M$8.1M$7.3M
Asset growth, last 2 years––−62%
Advisory staff111
Individual clients5425105
Assets per client$143K$324K$70K
Clients per advisor5425105
Main custodian––Tradier Brokerage, Inc.
Filing with the SEC since202620262012 or earlier
Tools in their stack––1
People on Advicer.bio11–

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

ToolMillion PebblesAlternity Investment AdvisorsGlobal Autotrading
Custodial Platform
Interactive Brokers––Uses it

Custodians on Form ADV: Million Pebbles: none listed · Alternity Investment Advisors: none listed · Global Autotrading: Tradier Brokerage, Inc., Interactive Brokers