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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 Nhabla (swap one in):+ Tobin Investment Planning LLC $35M+ Optimus Advisory Group $35M · Irvine, CA+ Wesley Owen Bales Investment Advisory Service $31.6M+ Exponential Wealth Management, LLC $31.6M
Arlington, VA
Orlando, FL
Assets under management$33.3M$35M$31.6M
Asset growth, last 2 years––+23%
Advisory staff233
Individual clients2525126
Assets per client$1.3M$139K$1.2M
Clients per advisor13849
Main custodian–––
Filing with the SEC since202620262014
Tools in their stack21–
People on Advicer.bio222

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

ToolNhablaEminence Wealth Management Inc.New Line Capital, LLC
Digital Marketing
MailchimpUses it––
Financial Planning
eMoney–Uses it–
Website Builders
SquarespaceUses it––