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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 Myecfo (swap one in):+ The Retirement Guys Formula $276.9M · Maumee, OH+ Jfr Financial Services, Inc. $276.6M · Trenton, MI+ Altura Wealth Advisors Inc. $250.1M · Santa Clara, CA+ Beadell A D Investment Counsel Inc $250M · Mequon, WI
Madison, WI
Laguna Niguel, CA
Assets under management$263.4M$276.7M$250.1M
Asset growth, last 2 years+83%–+49%
Advisory staff634
Individual clients18393207
Assets per client$1.4M$3M$1.2M
Clients per advisor313152
Main custodianSchwab–Schwab
Filing with the SEC since202120242023
Tools in their stack–21
People on Advicer.bio534

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

ToolMyecfoWalleye Partners LLCEhrlich Financial Group
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Myecfo: Schwab · Walleye Partners LLC: none listed · Ehrlich Financial Group: Schwab