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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 Triflame Capital (swap one in):+ Aligned Advisors $29M · Oceanside, CA+ Macrovex Capital $29M+ Monetary Management Corporation $26.2M · San Francisco, CA+ Eden Financial $26.1M · Aliso Viejo, CA
Roseville, CA
Costa Mesa, CA
San Francisco, CA
Assets under management$27.6M$29.1M$29.2M
Asset growth, last 2 years––+1,375%
Advisory staff122
Individual clients70119138
Assets per client$394K$245K$212K
Clients per advisor706069
Main custodian––Apex Clearing
Filing with the SEC since202620262022
Tools in their stack3––
People on Advicer.bio12–

From each firm's latest Form ADV (Apr 2026, Aug 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.

ToolTriflame CapitalInception Financial ServicesBunker
Custodial Platform
AltruistUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Triflame Capital: none listed · Inception Financial Services: none listed · Bunker: Apex Clearing