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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 Promenade Wealth (swap one in):+ Ark Alliance Financial LLC $83.7M+ Logbook Financial Planning, LLC $83.6M+ Holland Financial Services, Inc. $75.6M · Athens, GA+ Monarch Asset Management LLC $75.6M · Bradenton, FL
New York, NY
Assets under management$79.6M$83.7M$83.7M
Asset growth, last 2 years––+211%
Advisory staff113
Individual clients424414
Assets per client$1.9M$1.9M$6M
Clients per advisor42445
Main custodian––Vanguard
Filing with the SEC since202620262023
Tools in their stack31–
People on Advicer.bio11–

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jan 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.

ToolPromenade WealthFinancial Compass LLCDouble Duty Money Management LLC
Client File Sharing
ShareFileUses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
OrionUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Promenade Wealth: none listed · Financial Compass LLC: none listed · Double Duty Money Management LLC: Vanguard