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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 Ritter Wealth Counsel (swap one in):+ Investus Financial $72.6M · Newport Beach, CA+ Affinity Financial Advisory $72M · Allen Park, MI+ Alta Pacific Wealth Management LLC $65M · Mission Viejo, CA+ Tres Wealth Management Group, LLC $65M · Chino, CA
San Rafael, CA
Venice, CA
San Francisco, CA
Assets under management$68.6M$72.5M$72.2M
Asset growth, last 2 years+0%––
Advisory staff111
Individual clients198755
Assets per client$3.6M$833K$1.3M
Clients per advisor198755
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–35
People on Advicer.bio141

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

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.

ToolRitter Wealth CounselMdrn WealthMonroe Wealth Management LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Portfolio Management
Blueleaf––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Webflow––Uses it