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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 Wasi (swap one in):+ Satori Wealth Management, Inc. $74.7M · San Diego, CA+ Treussard Capital Management $74.5M · Newport Beach, CA+ Scout Asset Management $67.4M · Beaverton, OR+ Gemmer, Robert Arden $67.3M · Healdsburg, CA
Mill Valley, CA
Los Angeles, CA
Woodbridge, NJ
Assets under management$70.9M$74.5M$67.4M
Asset growth, last 2 years+151%––
Advisory staff111
Individual clients445101161
Assets per client$159K$738K$419K
Clients per advisor445101161
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack1––
People on Advicer.bio111

From each firm's latest Form ADV (Jun 2026, Mar 2026, Aug 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

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.

ToolWasiMurawski Wealth ManagementRetirement Income Advisory Group LLC
Website Builders
SquarespaceUses it––