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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):+ Wilmington Capital Securities, LLC $277.1M · Garden City, NY+ Jfr Financial Services, Inc. $276.6M · Trenton, MI+ Ehrlich Financial Group $250.1M · Laguna Niguel, CA+ Altura Wealth Advisors Inc. $250.1M · Santa Clara, CA
Madison, WI
Maumee, OH
Assets under management$263.4M$276.7M$276.9M
Asset growth, last 2 years+83%–+11%
Advisory staff637
Individual clients183931,152
Assets per client$1.4M$3M$240K
Clients per advisor3131165
Main custodianSchwab–Schwab
Filing with the SEC since202120242013
Tools in their stack–24
People on Advicer.bio536

From each firm's latest Form ADV (Feb 2026, May 2026, Sep 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 LLCThe Retirement Guys Formula
CRM
Envestnet Tamarac–Uses it–
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Myecfo: Schwab · Walleye Partners LLC: none listed · The Retirement Guys Formula: Schwab