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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 Shonan Gold Financial LLC (swap one in):+ Investment Management Solutions, Inc. $14K · Tarzana, CA+ Piedmont Financial Consulting $13K · Laurel, MD+ Atlantic Financial Management LLC $11K+ Izuchi LLC $10K
Dallas, TX
Edmonds, WA
Assets under management$12K$13K$10K
Asset growth, last 2 years–––
Advisory staff111
Individual clients222
Assets per client$6K$6K$5K
Clients per advisor222
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Oct 2026, Jan 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.