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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+ Baker & Associates Registered Investment Advisors, LLC $140K+ Casi Investments $120K · Baltimore, MD+ Aragon Advisors $111K · Corona, CA
Newport Beach, CA
Palm Desert, CA
Glendale, CA
Assets under management$128K$147K$137K
Asset growth, last 2 years–––
Advisory staff221
Individual clients2337
Assets per client$6K$49K$20K
Clients per advisor1227
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, Oct 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.

ToolWingBoracchia Wiviott Wealth Partners LLCUp&Up Capital, Inc.
Website Builders
WebflowUses it––