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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 Strategic Advocates, LLC (swap one in):+ Tag Associates Florida LLC $35.5M · New York, NY+ Joseph Seep & Associates, LLC $35.4M+ Plan B Investments, Inc. $32M · Carmel Valley, CA+ Reliance Investing, Inc. $32M · Sacramento, CA
Sacramento, CA
Mission Viejo, CA
Assets under management$33.7M$35.7M$35.4M
Asset growth, last 2 years−91%––
Advisory staff311
Individual clients141133179
Assets per client$239K$268K$198K
Clients per advisor47133179
Main custodianSchwab––
Filing with the SEC since202220262026
Tools in their stack1––
People on Advicer.bio311

From each firm's latest Form ADV (Apr 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

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.

ToolStrategic Advocates, LLCDownie Financial GroupSnowbird Financial LLC
CRM
SS&C Black DiamondUses it––

Custodians on Form ADV: Strategic Advocates, LLC: Schwab · Downie Financial Group: none listed · Snowbird Financial LLC: none listed