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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 1n Capital, LLC (swap one in):+ Byrne & Company Wealth Management, LLC $142.9M · Olympia, WA+ Appian Way Financial $142.9M · Pasadena, CA+ Ralicki Wealth Management & Trust Services $129M · Stuart, FL+ Gordon Asset Management LLC $128.9M · West Palm Beach, FL
Lafayette, LA
Assets under management$135.9M$142.9M$142.9M
Asset growth, last 2 years+28%+40%+20%
Advisory staff161
Individual clients25375207
Assets per client$5.4M$381K$690K
Clients per advisor2563207
Main custodianSchwabSchwabRaymond James
Filing with the SEC since202020242022
Tools in their stack15–
People on Advicer.bio171

From each firm's latest Form ADV (Mar 2026, Sep 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.

Tool1n Capital, LLCStone Wealth Partners LLCTaylor Capital Management
Client Data Gathering
Jotform–Uses it–
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: 1n Capital, LLC: Schwab · Stone Wealth Partners LLC: Schwab · Taylor Capital Management: Raymond James