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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 Munifi, LLC (swap one in):+ Scott Clampitt, Registered Investment Advisor $213K+ Galvez Financial LLC $209K · Parrish, FL+ Infinitespring $187K+ Arena Advisors LLC $185K
Hermosa Beach, CA
National Harbor, MD
Manor, TX
Assets under management$198K$210K$210K
Asset growth, last 2 years–––
Advisory staff113
Individual clients75–
Assets per client$28K$42K–
Clients per advisor75–
Main custodianApexus Capital LLC––
Filing with the SEC since202420262026
Tools in their stack–2–
People on Advicer.bio1–1

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

ToolMunifi, LLCFirst Perspective Capital LLCDouglas Capital Advisors
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Munifi, LLC: Apexus Capital LLC · First Perspective Capital LLC: none listed · Douglas Capital Advisors: none listed