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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 Zora Financial (swap one in):+ Ronald Gelok & Associates, LLC $74.6M · Naples, FL+ Murawski Wealth Management $74.5M · Los Angeles, CA+ Scottsdale Wealth Advisory LLC $67.4M · Paradise Valley, AZ+ Legacy Wealth Group $67.4M · Las Vegas, NV
Tallahassee, FL
Pittsford, NY
Assets under management$71M$74.5M$67.4M
Asset growth, last 2 years––+0%
Advisory staff321
Individual clients7839147
Assets per client$910K$1.9M$459K
Clients per advisor2620147
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack–––
People on Advicer.bio2–1

From each firm's latest Form ADV (Mar 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

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

Custodians on Form ADV: Zora Financial: none listed · Cassini Capital Management, LLC: none listed · Occam Capital Management, LLC: Schwab