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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+ Crews Capital Management, LP $28.9M+ Csd Financial LLC $28.8M · Brooklyn, NY
Staatsburg, NY
New York, NY
Assets under management$30.5M$32.1M$29M
Asset growth, last 2 years+170%––
Advisory staff131
Individual clients310121
Assets per client$10.2M$3.2M$239K
Clients per advisor33121
Main custodianSchwab––
Filing with the SEC since202020232026
Tools in their stack––2
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, LLCMacrovex Capital
Custodial Platform
Interactive Brokers––Uses it
Website Builders
Wix––Uses it

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