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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 Uisonet (swap one in):+ Ted C. Earle $580K+ Third Day Capital, Inc. $579K · Charlotte, NC+ Financial Planning by Design $519K+ Tangent Financial $518K
Assets under management$550K$580K$580K
Asset growth, last 2 years+1,864%––
Advisory staff111
Individual clients452
Assets per client$138K$116K$290K
Clients per advisor452
Main custodian–––
Filing with the SEC since202120262026
Tools in their stack––1
People on Advicer.bio1–1

From each firm's latest Form ADV (Apr 2026, Jan 2026, Sep 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

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.

ToolUisonetBudge, David M.Aston Sandel
Custodial Platform
Altruist––Uses it