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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
Assets under management$10K$12K$8K
Asset growth, last 2 years–––
Advisory staff111
Individual clients22–
Assets per client$5K$6K–
Clients per advisor22–
Main custodian–––
Filing with the SEC since202420262023
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Oct 2026, Aug 2023). 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

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