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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 Xoomfi Advisors (swap one in):+ Planb Tax & Wealth Advisors LLC $500+ Vest Wealth Inc. $400
San Jose, CA
Macon, GA
Beijing
Assets under management$300$447$200
Asset growth, last 2 years−99%–+0%
Advisory staff012
Individual clients312
Assets per client$100$447$100
Clients per advisor–11
Main custodian–––
Filing with the SEC since202120262017
Tools in their stack1––
People on Advicer.bio–1–

From each firm's latest Form ADV (Jun 2025, Mar 2026, May 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.

ToolXoomfi AdvisorsBickley Investments, LLCBroad Investment Securities LLC
Custodial Platform
Interactive BrokersUses it––