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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 Mostt Inc. (swap one in):+ Hypo Financial Services and Investment Adviser $294K · Yorba Linda, CA+ Pacific Equity Advisors LLC $268K · La Jolla, CA+ Hicks Management & Financial Services, LLC $240K+ Affluence $238K
Sherman Oaks, CA
Santa Ana, CA
El Segundo, CA
Assets under management$254K$274K$290K
Asset growth, last 2 years–––
Advisory staff111
Individual clients1,23022
Assets per client$206.5479674796748$137K$145K
Clients per advisor1,23022
Main custodian–––
Filing with the SEC since202420262026
Tools in their stack–1–
People on Advicer.bio111

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

ToolMostt Inc.Abacus Wealth International (Awi)Retirement Planners
Schedule Apps
Calendly–Uses it–