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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 Transglobal Advisory, LLC (swap one in):+ Sagevest Financial Advisors, LLC $61.5M · Newport Beach, CA+ Waypoint Financial Planning LLC $61.3M+ Depaolo & May Strategic Wealth LLC $55.2M · Irvine, CA+ Dolan Partners LLC $55.2M · Danville, CA
Monrovia, CA
Santa Monica, CA
Los Gatos, CA
Assets under management$58.3M$61.5M$61.7M
Asset growth, last 2 years+46%––
Advisory staff3111
Individual clients1142628
Assets per client$512K$2.4M$2.2M
Clients per advisor42628
Main custodianSchwab––
Filing with the SEC since202320262026
Tools in their stack–4–
People on Advicer.bio3311

From each firm's latest Form ADV (Sep 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.

ToolTransglobal Advisory, LLCRefresh InvestmentsCultivate Financial Group LLC
Client File Sharing
Box–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Transglobal Advisory, LLC: Schwab, Interactive Brokers · Refresh Investments: none listed · Cultivate Financial Group LLC: none listed