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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 Acima Private Wealth LLC (swap one in):+ Landmark Wealth Management, LLC $442M · Melville, NY+ Templeton Financial Services Inc. $441.8M · Chandler, AZ+ Pioneer Wealth Management Group $399.2M · Austin, TX+ Trinity Wealth Management, LLC $399.2M · Berwyn, PA
Richmond, VA
Coral Gables, FL
Columbus, OH
Assets under management$420.4M$441.9M$442.6M
Asset growth, last 2 years+22%+18%+25%
Advisory staff635
Individual clients597149
Assets per client$7.1M$63.1M$3M
Clients per advisor10230
Main custodian–J.P. MorganSchwab
Filing with the SEC since201520192016
Tools in their stack––1
People on Advicer.bio625

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

ToolAcima Private Wealth LLCMeridianaSws Partners, LLC
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Acima Private Wealth LLC: none listed · Meridiana: J.P. Morgan, Merrill, Banco Santander International, Morgan Stanley · Sws Partners, LLC: Schwab