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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 Tepper Capital Management (swap one in):+ Mogul Wealth Management, Inc. $59.4M · Manhattan Beach, CA+ Pathway Financial Services, LLC $59.1M · Los Angeles, CA+ Double Springs Capital LLC $53.3M · Santa Barbara, CA+ Legacy Advisory Group, Inc $53.2M · Santa Ana, CA
San Francisco, CA
San Diego, CA
San Diego, CA
Assets under management$56.2M$59.2M$59.3M
Asset growth, last 2 years–−35%–
Advisory staff134
Individual clients246687
Assets per client$2.3M$896K$682K
Clients per advisor242222
Main custodian–Interactive Brokers–
Filing with the SEC since20262012 or earlier2026
Tools in their stack–––
People on Advicer.bio––4

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

Custodians on Form ADV: Tepper Capital Management: none listed · Awm Global Advisors: Interactive Brokers · Axion Wealth Advisors: none listed