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RIAs

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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+ Douglas Capital Advisors $210K · Manor, TX+ Infinitespring $187K+ Arena Advisors LLC $185K
Hermosa Beach, CA
National Harbor, MD
Parrish, FL
Assets under management$198K$210K$209K
Asset growth, last 2 years–––
Advisory staff111
Individual clients7510
Assets per client$28K$42K$21K
Clients per advisor7510
Main custodianApexus Capital LLC––
Filing with the SEC since202420262026
Tools in their stack–21
People on Advicer.bio1–1

From each firm's latest Form ADV (Mar 2026, Jul 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 LLCGalvez Financial LLC
CRM
HubSpot––Uses it
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 · Galvez Financial LLC: none listed