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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 Stravida Wealth LLC (swap one in):+ Quants Compete $1.4M · Brentwood, TN+ Forthright Partnerstm $1.4M+ Tree Line Strategy Group LLC $1.2M+ Ziv Investment Company LLC $1.2M · Chicago, IL
Anaheim, CA
Huntington Beach, CA
Assets under management$1.3M$1.4M$1.2M
Asset growth, last 2 years–−95%–
Advisory staff111
Individual clients5–14
Assets per client$259K–$88K
Clients per advisor5–14
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack1–3
People on Advicer.bio111

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

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.

ToolStravida Wealth LLCGregory Advisors Inc.Lee Financial Group
Schedule Apps
Calendly––Uses it
GRemindersUses it––
Advisor Lead Gen
Fee-Only Network––Uses it
Tax Planning
FP Alpha––Uses it