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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 Point Wealth, LLC (swap one in):+ Mmg Wealth Management $33.9M+ Team Elevated Asset Management $33.9M · Thousand Oaks, CA+ Gem Street Capital Management $30.6M+ Sykes Financial Services $30.6M
Wausau, WI
Simi Valley, CA
Boonton, NJ
Assets under management$32.3M$33.9M$30.7M
Asset growth, last 2 years–+20%–
Advisory staff111
Individual clients6218536
Assets per client$521K$183K$852K
Clients per advisor6218536
Main custodian–Schwab–
Filing with the SEC since202620222026
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Jan 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Point Wealth, LLC: none listed · Pb Capital: Schwab · Wealthness LLC: none listed