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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 Munakata Associates LLC (swap one in):+ Strategic Advisors of Illinois $62.3M · Northbrook, IL+ Pottle Financial Services, Inc $62.3M · Pinehurst, NC+ Troika Capital Advisors, LLC $56.3M · Atlanta, GA+ Tepper Capital Management $56.2M · San Francisco, CA
Sunrise, FL
Assets under management$59.2M$62.2M$62.2M
Asset growth, last 2 years+48%––
Advisory staff121
Individual clients5187198
Assets per client$11.8M$333K$314K
Clients per advisor594198
Main custodianMerrill––
Filing with the SEC since201720262026
Tools in their stack–––
People on Advicer.bio121

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Munakata Associates LLC: Merrill, Western International Securities, Inc., UBS · Asset Protection Group: none listed · Alchemy Wealth Management: none listed