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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 Bca Private Wealth, Inc. (swap one in):+ Vesta Wealth Management, LLC $333.3M · Miami Beach, FL+ Fairfield Financial Advisors $333.2M · Wellesley, MA+ Seneschal Family Office $301.3M · Tacoma, WA+ Ffp Wealth Management, LLC $301.1M · Coon Rapids, MN
Greenville, SC
Beaufort, SC
Greenville, SC
Assets under management$317.3M$335.7M$300.8M
Asset growth, last 2 years+37%+100%–
Advisory staff548
Individual clients3831001,107
Assets per client$828K$3.4M$272K
Clients per advisor7725138
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120222024
Tools in their stack–22
People on Advicer.bio5413

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

ToolBca Private Wealth, Inc.Apricus Wealth LLCTrunorth Advisors
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses itUses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Bca Private Wealth, Inc.: Schwab · Apricus Wealth LLC: Schwab · Trunorth Advisors: Schwab