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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 Avant Capital, LLC (swap one in):+ Meadowbrook Investment Advisors LLC $185.2M · Livonia, MI+ Boon Capital Advisors LLC $185M · Northbrook, IL+ Hanke & Apolonio Wealth Advisors LLC $167.3M · San Francisco, CA+ Randall & Associates Wealth Management $167.2M · Butler, PA
Lafayette, LA
Hackensack, NJ
Goshen, NY
Assets under management$176.2M$185.1M$167.2M
Asset growth, last 2 years+40%+58%+47%
Advisory staff242
Individual clients33922966
Assets per client$520K$808K$2.5M
Clients per advisor1705733
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120212020
Tools in their stack2––
People on Advicer.bio262

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

ToolAvant Capital, LLCEmissary WealthGreat Path Planning
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––

Custodians on Form ADV: Avant Capital, LLC: Schwab · Emissary Wealth: Schwab · Great Path Planning: Schwab