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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 Up&Up Capital, Inc. (swap one in):+ Boracchia Wiviott Wealth Partners LLC $147K · Palm Desert, CA+ Tannhauser Financial LLC $143K · North Wales, PA+ Midwest Retirement Partners, LLC $130K+ Aragon Advisors $111K · Corona, CA
Glendale, CA
Newport Beach, CA
Newport Beach, CA
Assets under management$137K$150K$128K
Asset growth, last 2 years–––
Advisory staff122
Individual clients7023
Assets per client$20K–$6K
Clients per advisor7–12
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack––1
People on Advicer.bio12–

From each firm's latest Form ADV (Oct 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

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.

ToolUp&Up Capital, Inc.PruviseWing
Website Builders
Webflow––Uses it