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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 P2, LLC (swap one in):+ Presidio Financial Advisors LLC $4.7M · Santa Barbara, CA+ Montgomery Capital Management, LLC $4.7M · Newport News, VA+ Baker Wealth Advisors, LLC. $4.3M+ Thomas Everett Investments, LLC $4.3M
Assets under management$4.5M$4.7M$4.3M
Asset growth, last 2 years––−32%
Advisory staff111
Individual clients13197
Assets per client$346K$249K$609K
Clients per advisor13197
Main custodian–––
Filing with the SEC since202620262020
Tools in their stack–41
People on Advicer.bio111

From each firm's latest Form ADV (Aug 2026, Feb 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

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.

ToolP2, LLCAdvising for Life, LLCHarvested Financial, LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix––Uses it