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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 Quantca Financial (swap one in):+ Harsh Wealth Management LLC $13K+ Atlantic Financial Management LLC $11K+ USA 401k $8K · Springfield, MA+ American Dream $8K · St. Petersburg, FL
Edmonds, WA
Laurel, MD
Assets under management$10K$12K$13K
Asset growth, last 2 years–––
Advisory staff111
Individual clients222
Assets per client$5K$6K$6K
Clients per advisor222
Main custodian–––
Filing with the SEC since202420262024
Tools in their stack––2
People on Advicer.bio11–

From each firm's latest Form ADV (Mar 2026, Oct 2026, Sep 2024). 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.

ToolQuantca FinancialShonan Gold Financial LLCPiedmont Financial Consulting
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it