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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 3edge Asset Management, LP (swap one in):+ Quent Capital, LLC $2.05B · New York, NY+ Clear Harbor Asset Management, LLC $2.05B · Stamford, CT+ Palisades Hudson Asset Management, L.p. $1.84B · Fort Lauderdale, FL+ A&M Private Wealth Partners, LLC $1.83B · West Palm Beach, FL
Naples, FL
Tampa, FL
Clearwater, FL
Assets under management$1.95B$2.11B$2.08B
Asset growth, last 2 years+47%+55%–
Advisory staff12713
Individual clients1,489838534
Assets per client$1.3M$2.5M$3.9M
Clients per advisor12412041
Main custodianFidelitySchwab–
Filing with the SEC since20152012 or earlier2024
Tools in their stack–2–
People on Advicer.bio15734

From each firm's latest Form ADV (Apr 2026, 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

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.

Tool3edge Asset Management, LPSuncoast Equity Management, LLCIndivisible Partners
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: 3edge Asset Management, LP: Fidelity, Schwab · Suncoast Equity Management, LLC: Schwab, Envestnet, Inc. · Indivisible Partners: none listed