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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 Annova LLC (swap one in):+ Semrod Capital LLC $20.7M+ Migration Wealth Management, LLC $20.7M+ Netherby Advisors LLC $18.7M+ Wallick Wealth Management $18.7M
Wilmington, DE
Tampa, FL
Assets under management$19.7M$20.7M$20.7M
Asset growth, last 2 years––−58%
Advisory staff111
Individual clients26635
Assets per client$759K$3.5M$593K
Clients per advisor26635
Main custodian––Schwab
Filing with the SEC since202620262014
Tools in their stack1––
People on Advicer.bio1–1

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

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.

ToolAnnova LLCZeniki WealthDesign Asset Management, LLC
Website Builders
WixUses it––

Custodians on Form ADV: Annova LLC: none listed · Zeniki Wealth: none listed · Design Asset Management, LLC: Schwab