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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 Ace Management (swap one in):+ Mccurdy Financial Solutions $26.9M+ Janis Financial, LLC $26.9M+ Clear Net Worth, L.l.c. $24.3M · Baton Rouge, LA+ Vermeulen Capital Management $24.3M
East Lansing, MI
Allen Park, MI
Baton Rouge, LA
Assets under management$25.6M$27M$24.3M
Asset growth, last 2 years+90%––
Advisory staff312
Individual clients912397
Assets per client$281K$113K$3.5M
Clients per advisor302394
Main custodian–––
Filing with the SEC since202420262026
Tools in their stack1–1
People on Advicer.bio312

From each firm's latest Form ADV (Oct 2026, Jan 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

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.

ToolAce ManagementSkiver Investment ServicesHtb Wealth Advisors, LLC
CRM
HubSpot––Uses it
Website Builders
WebflowUses it––