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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 Adviso Wealth (swap one in):+ Minorkey Management $3.8M+ Sonder Partners, LLC $3.8M+ Legacy Financial $3.4M · Front Royal, VA+ Systematic Wealth Management, Inc. $3.4M · Glenwood Springs, CO
Princeton, NJ
Assets under management$3.6M$3.8M$3.4M
Asset growth, last 2 years–––
Advisory staff111
Individual clients10–80
Assets per client$358K–$42K
Clients per advisor10–80
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack232
People on Advicer.bio111

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

1 tool 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.

ToolAdviso WealthGrosso Wealth Management LLCVillaire Financial, LLC
Advisor Lead Gen
WealthtenderUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses itUses itUses it
Website Builders
Wix–Uses it–