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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 Arete Capital Management (swap one in):+ Clear View Wealth Advisors $26.4M · Orchard Park, NY+ Jac Wealth Management Services, LLC $26.4M+ Folionet Advisers LLC $23.8M · Miami, FL+ Bolin Creek Wealth Advisors LLC $23.8M · Chapel Hill, NC
Sarasota, FL
Assets under management$25.1M$26.4M$23.8M
Asset growth, last 2 years–+47%–
Advisory staff111
Individual clients282,51233
Assets per client$896K$10K$722K
Clients per advisor282,51233
Main custodian–Apex Clearing–
Filing with the SEC since202620212026
Tools in their stack–71
People on Advicer.bio1–1

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

ToolArete Capital ManagementBeagle InvestEchelon Virtual Family Office, LLC
Custodial Platform
Charles Schwab–Uses it–
Merrill–Uses it–
Vanguard–Uses it–
Wealthscape (Fidelity)–Uses it–
401(k) Implementation
Guideline–Uses it–
E-Signature
DocuSign–Uses it–
Retirement Planning
Income Solver–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Arete Capital Management: none listed · Beagle Invest: Apex Clearing · Echelon Virtual Family Office, LLC: none listed