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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):+ Feltman & Co. LLC $2.1M+ Devryll Wealth Management $2.1M+ Carroll Wealth Management Inc. $1.9M · Chesterfield, MO+ Cdt Capital Wealth Advisory LLC $1.9M · Syosset, NY
Assets under management$2M$2.1M$1.9M
Asset growth, last 2 years–+19%–
Advisory staff111
Individual clients16515
Assets per client$126K$423K$127K
Clients per advisor16515
Main custodian–Broadridge Matrix–
Filing with the SEC since202620162026
Tools in their stack–21
People on Advicer.bio111

From each firm's latest Form ADV (Mar 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 LLCSkp Wealth
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Website Builders
Wix––Uses it

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