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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 Quants Compete (swap one in):+ Aequitas Financial, LLC $1.4M+ Alpine Financial Advisers, LLC $1.4M+ Peter Dag & Associates, Inc. $1.3M+ Solid Rock Investment Advisory LLC $1.3M · Cleveland, TN
Brentwood, TN
Agoura Hills, CA
Assets under management$1.4M$1.4M$1.4M
Asset growth, last 2 years−22%––
Advisory staff111
Individual clients14812
Assets per client$98K$181K$121K
Clients per advisor14812
Main custodian–––
Filing with the SEC since202120262026
Tools in their stack–13
People on Advicer.bio111

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

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.

ToolQuants CompeteShe Wealth Advisors LLCAurelia Capital Advisors, Inc.
Website Builders
Squarespace––Uses it
Wix–Uses it–
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Acuity Scheduling––Uses it