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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 Wing (swap one in):+ Pruvise $150K · Newport Beach, CA+ Up&Up Capital, Inc. $137K · Glendale, CA+ Casi Investments $120K · Baltimore, MD+ Crystal Oak Wealth Management, LLC $119K
Newport Beach, CA
Palm Desert, CA
Corona, CA
Assets under management$128K$147K$111K
Asset growth, last 2 years–––
Advisory staff221
Individual clients23311
Assets per client$6K$49K$10K
Clients per advisor12211
Main custodian–––
Filing with the SEC since202420262026
Tools in their stack1––
People on Advicer.bio–21

From each firm's latest Form ADV (Sep 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

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.

ToolWingBoracchia Wiviott Wealth Partners LLCAragon Advisors
Website Builders
WebflowUses it––