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.

Moonshot Planning LLC
Rodgers Capital Management, LLC
Valor Financial Planning

Similar in size to Moonshot Planning LLC (swap one in):+ Gaelin LLC $865K + Wealthu Advisors LLC $861K + Kinson Wealth Group LLC $777K + Syzygy Financial LLC $776K · Irvine, CA

	Moonshot Planning LLC	Rodgers Capital Management, LLC	Valor Financial Planning Johnson City, TN
Assets under management	$820K	$862K	$777K
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	1
Individual clients	8	10	43
Assets per client	$103K	$86K	$18K
Clients per advisor	8	10	43
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	4	–	2
People on Advicer.bio	1	1	1

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