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.

Phibbs Financial
Chugg Wealth Strategies, LLC
Retirement Advice LLC

	Phibbs Financial Draper, UT	Chugg Wealth Strategies, LLC Provo, UT	Retirement Advice LLC Provo, UT
Assets under management	$27M	$28.4M	$25.5M
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	1
Individual clients	83	24	65
Assets per client	$326K	$1.2M	$393K
Clients per advisor	83	24	65
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	–	–	3
People on Advicer.bio	1	1	1

From each firm's latest Form ADV (Oct 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.