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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 Wise Money Israel (swap one in):+ Rose Valley Asset Management LLC $99.8M · Media, PA+ Cdfinancial $99.7M · San Juan Capistrano, CA+ Intermountain Wealth Management, Inc. $90.2M · Idaho Falls, ID+ Oak Crest Advisory, LLC $90.2M · Rochester, NY
Binyamina
Cardiff-By-The-Sea, CA
Assets under management$94.9M$99.8M$99.8M
Asset growth, last 2 years+181%––
Advisory staff211
Individual clients17534231
Assets per client$543K$2.9M$432K
Clients per advisor8834231
Main custodianMeitav Dash Trade LTD––
Filing with the SEC since201920262026
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Wise Money Israel: Meitav Dash Trade LTD · Fairlead Financial Advisors, LLC: none listed · Torrey Capital Investments: none listed