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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 Most Capital (swap one in):+ Retirement Planners $290K · El Segundo, CA+ Pacific Equity Advisors LLC $268K · La Jolla, CA+ Mechfi $234K+ Wellness Investment Advisers LLC $234K
Woodland Hills, CA
Santa Ana, CA
Melville, NY
Assets under management$250K$274K$235K
Asset growth, last 2 years–––
Advisory staff111
Individual clients1224
Assets per client$250K$137K$10K
Clients per advisor1224
Main custodian–––
Filing with the SEC since201920262026
Tools in their stack–1–
People on Advicer.bio–11

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

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.

ToolMost CapitalAbacus Wealth International (Awi)Li Wealth Management Inc
Schedule Apps
Calendly–Uses it–