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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):+ Hager Investment Management Services, LLC $221.6M · New London, NH+ Avantra Family Wealth, Inc. $221.6M · Mechanicsburg, PA+ Comprehensive Money Management Services LLC $200.3M+ Harvest Investment Advisors, LLC $200.3M
Salt Lake City, UT
Henderson, NV
Laguna Hills, CA
Assets under management$210.9M$221.6M$221.6M
Asset growth, last 2 years+29%+67%+21%
Advisory staff341
Individual clients408339209
Assets per client$517K$654K$1.1M
Clients per advisor13685209
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120222012 or earlier
Tools in their stack352
People on Advicer.bio531

From each firm's latest Form ADV (May 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

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, LLCPacific Park Financial, 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–
Planning Light
AdvyzonUses itUses itUses it

Custodians on Form ADV: Refined Wealth Management: Schwab · Diazo, LLC: Schwab · Pacific Park Financial, Inc.: Schwab