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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):+ Cultivate Financial Group LLC $61.7M · Los Gatos, CA+ Sagevest Financial Advisors, LLC $61.5M · Newport Beach, CA+ Dolan Partners LLC $55.2M · Danville, CA+ Muhr Advisory Group $55.1M · Clayton, CA
Monrovia, CA
Santa Monica, CA
Irvine, CA
Assets under management$58.3M$61.5M$55.2M
Asset growth, last 2 years+46%––
Advisory staff3112
Individual clients1142653
Assets per client$512K$2.4M$1M
Clients per advisor42627
Main custodianSchwab––
Filing with the SEC since202320262026
Tools in their stack–43
People on Advicer.bio3312

From each firm's latest Form ADV (Sep 2026, Mar 2026, Apr 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 InvestmentsDepaolo & May Strategic Wealth LLC
Client File Sharing
Box–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses itUses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Transglobal Advisory, LLC: Schwab, Interactive Brokers · Refresh Investments: none listed · Depaolo & May Strategic Wealth LLC: none listed