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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 Bantam Inc. (swap one in):+ Dye Family Office $32M+ Purepath Wealth Management $32M · Land O' Lakes, FL+ Macrovex Capital $29M+ Crews Capital Management, LP $28.9M
Staatsburg, NY
New York, NY
Brooklyn, NY
Assets under management$30.5M$32.1M$28.8M
Asset growth, last 2 years+170%––
Advisory staff132
Individual clients310125
Assets per client$10.2M$3.2M$230K
Clients per advisor3363
Main custodianSchwab––
Filing with the SEC since202020232026
Tools in their stack––1
People on Advicer.bio111

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

ToolBantam Inc.Mavros Capital Management, LLCCsd Financial LLC
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Bantam Inc.: Schwab · Mavros Capital Management, LLC: none listed · Csd Financial LLC: none listed