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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 Wealth Being Advisors LLC (swap one in):+ Fealty Group LLC $3M+ Yayati Asset Management, LLC $3M · Newport Beach, CA+ Investably LLC $2.7M · Orlando, FL+ Flatiron Wealth Advisors, LLC $2.7M
Palmdale, CA
Assets under management$2.8M$3M$3M
Asset growth, last 2 years––−95%
Advisory staff111
Individual clients17138
Assets per client$166K$228K$370K
Clients per advisor17138
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack1––
People on Advicer.bio111

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

ToolWealth Being Advisors LLCNeya CapitalHarman Investment Advisors
Schedule Apps
CalendlyUses it––