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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 Acute Investment Advisory (swap one in):+ Stone Creek Group, LLC $250.6M · Englewood, CO+ Wealthmd Corporation $250.5M · Louisville, KY+ Mindoro Capital Partners LLC $226.4M+ Connected Wealth Solutions, LLC $226.4M · La Grande, OR
Mesa, AZ
San Francisco, CA
Oklahoma City, OK
Assets under management$238.4M$250.5M$250.4M
Asset growth, last 2 years+7%+57%+68%
Advisory staff424
Individual clients787143406
Assets per client$303K$1.8M$617K
Clients per advisor19772102
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220202022
Tools in their stack–43
People on Advicer.bio434

From each firm's latest Form ADV (Feb 2026, May 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.

ToolAcute Investment AdvisoryAmara Financial, LLCLig Capital Management, LLC
Website Builders
Squarespace––Uses it
Webflow–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses itUses it

Custodians on Form ADV: Acute Investment Advisory: Schwab, Fidelity · Amara Financial, LLC: Schwab · Lig Capital Management, LLC: Schwab, Security Benefit Life Insurance Company, Capital Client Group, Inc.