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.

Pivotpoint Advisors, LLC
Fundify Advisors LLC
Old Forge Advisors

Similar in size to Pivotpoint Advisors, LLC (swap one in):+ Lone Wolf Trading LLC $891K + Lighthouse $886K + Caldric Capital $793K + Finances for Life, LLC $793K · Carlsbad, CA

	Pivotpoint Advisors, LLC	Fundify Advisors LLC Austin, TX	Old Forge Advisors
Assets under management	$840K	$889K	$794K
Asset growth, last 2 years	–	–	–
Advisory staff	0	3	1
Individual clients	11	9,394	3
Assets per client	$76K	$94.58292527144987	$265K
Clients per advisor	–	3,131	3
Main custodian	–	–	–
Filing with the SEC since	2026	2022	2026
Tools in their stack	2	1	2
People on Advicer.bio	1	–	1

From each firm's latest Form ADV (Apr 2026, Jul 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.