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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 Wealthvalues, LLC (swap one in):+ Tim Looney Investments, LLC $490.3M · Longwood, FL+ Montgomery Investment Management Inc $490M · Rockville, MD+ Lifesteps Financial $442.7M · Claremont, CA+ Ag Asset Advisory, LLC $440.5M · Los Angeles, CA
Redwood City, CA
Santa Rosa, CA
Danville, CA
Assets under management$466.5M$494.9M$443.2M
Asset growth, last 2 years+23%+53%–
Advisory staff223
Individual clients25127121
Assets per client$18.7M$3.9M$3.7M
Clients per advisor136440
Main custodianSEISchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack–31
People on Advicer.bio222

From each firm's latest Form ADV (Mar 2026, Apr 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.

ToolWealthvalues, LLCJdh Wealth Management, LLCGreykasell Wealth Strategies, Inc.
CRM
SS&C Black Diamond––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Wealthvalues, LLC: SEI, Schwab · Jdh Wealth Management, LLC: Schwab, Fidelity · Greykasell Wealth Strategies, Inc.: Fidelity, Schwab