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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 Quantum Wealth Strategies, LLC (swap one in):+ Black Creek Wealth Management, LLC $33.9M+ Good Balance Fp LLC $33.9M · Los Angeles, CA+ Meridan Capital, LLC $30.6M+ Wykrent, Damon $30.6M · Flower Mound, TX
Scottsdale, AZ
Assets under management$32.2M$33.9M$30.6M
Asset growth, last 2 years––+15%
Advisory staff211
Individual clients675210
Assets per client$481K$652K$3.1M
Clients per advisor345210
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack–12
People on Advicer.bio211

From each firm's latest Form ADV (Apr 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.

ToolQuantum Wealth Strategies, LLCJanus FinancialOld Field Advisors LLC
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Quantum Wealth Strategies, LLC: none listed · Janus Financial: none listed · Old Field Advisors LLC: Schwab