Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Unity Wealth Partners (swap one in):+ Liberty Solutions Advisors $7.5M · San Diego, CA+ Simplify Investments $7.5M+ Michael Mellberg Investment Advisor $6.7M · Reno, NV+ Allen Financial Advisement, Inc. $6.7M · La Jolla, CA
Newport Beach, CA
Mill Valley, CA
Assets under management$7.1M$7.5M$6.7M
Asset growth, last 2 years−9%––
Advisory staff211
Individual clients212333
Assets per client$338K$328K$204K
Clients per advisor112333
Main custodianSchwab––
Filing with the SEC since202420262026
Tools in their stack–22
People on Advicer.bio211

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

ToolUnity Wealth PartnersAustin Creek Capital, LLCGioben Capital LLC
Custodial Platform
Interactive Brokers––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses itUses it

Custodians on Form ADV: Unity Wealth Partners: Schwab · Austin Creek Capital, LLC: none listed · Gioben Capital LLC: none listed