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.

The Financial Group
Disruptiveseculargrowth Corporation
Harper Financial Planning

	The Financial Group Diamond Bar, CA	Disruptiveseculargrowth Corporation Mountain View, CA	Harper Financial Planning
Assets under management	$33.7M	$35.4M	$35.4M
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	1
Individual clients	109	80	100
Assets per client	$309K	$443K	$354K
Clients per advisor	109	80	100
Main custodian	–	–	–
Filing with the SEC since	2014	2026	2026
Tools in their stack	–	–	5
People on Advicer.bio	1	1	1

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