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.

Soho Financial Services LLC
Gregory Advisors Inc.
Quants Compete

Similar in size to Soho Financial Services LLC (swap one in):+ Aihara Wealth Management LLC $1.4M · Torrance, CA + Mobjack Investments $1.4M + Shawnee Investments & Planning $1.2M + Diamond Wealth Partners $1.2M

	Soho Financial Services LLC Montecito, CA	Gregory Advisors Inc. Huntington Beach, CA	Quants Compete Brentwood, TN
Assets under management	$1.3M	$1.4M	$1.4M
Asset growth, last 2 years	−99%	−95%	−22%
Advisory staff	1	1	1
Individual clients	2	–	14
Assets per client	$650K	–	$98K
Clients per advisor	2	–	14
Main custodian	–	–	–
Filing with the SEC since	2012 or earlier	2012 or earlier	2021
Tools in their stack	2	–	–
People on Advicer.bio	–	1	1

From each firm's latest Form ADV (Apr 2026, Jan 2026, Jul 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.