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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 Appian Road LLC (swap one in):+ Vincent C. Lucas, C.p.a., P.c. $2.1M · Mclean, VA+ Feltman & Co. LLC $2.1M+ Carroll Wealth Management Inc. $1.9M · Chesterfield, MO+ Skp Wealth $1.9M
Assets under management$2M$2.1M$2.1M
Asset growth, last 2 years–+19%–
Advisory staff111
Individual clients16513
Assets per client$126K$423K$163K
Clients per advisor16513
Main custodian–Broadridge Matrix–
Filing with the SEC since202620162026
Tools in their stack–2–
People on Advicer.bio111

From each firm's latest Form ADV (Mar 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

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.

ToolAppian Road LLCFingage Advisors LLCDevryll Wealth Management
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–

Custodians on Form ADV: Appian Road LLC: none listed · Fingage Advisors LLC: Broadridge Matrix · Devryll Wealth Management: none listed