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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 Refined Wealth Management (swap one in):+ Pacific Park Financial, Inc. $221.6M · Laguna Hills, CA+ Hager Investment Management Services, LLC $221.6M · New London, NH+ Comprehensive Money Management Services LLC $200.3M+ Harvest Investment Advisors, LLC $200.3M
Salt Lake City, UT
Henderson, NV
Mechanicsburg, PA
Assets under management$210.9M$221.6M$221.6M
Asset growth, last 2 years+29%+67%+40%
Advisory staff343
Individual clients408339223
Assets per client$517K$654K$994K
Clients per advisor1368574
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120222018
Tools in their stack353
People on Advicer.bio533

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

2 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.

ToolRefined Wealth ManagementDiazo, LLCAvantra Family Wealth, Inc.
Advisor Lead Gen
Wealthtender–Uses it–
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses itUses itUses it
E-Signature
Adobe SignUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Legacy Planning
Everplans––Uses it
Planning Light
AdvyzonUses itUses itUses it

Custodians on Form ADV: Refined Wealth Management: Schwab · Diazo, LLC: Schwab · Avantra Family Wealth, Inc.: Schwab