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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 Belle River Capital Management LLC (swap one in):+ Houssels Capital Management, LLC $51.3M · Las Vegas, NV+ Simplifiedfp $51.3M · Clovis, CA+ Pinyon Pine Capital LLC $46.4M · Ketchum, ID+ J. Mangone Capital Management LLC $46.3M
Nashville, TN
Assets under management$48.8M$51.3M$51.3M
Asset growth, last 2 years––+3,562%
Advisory staff122
Individual clients6412613
Assets per client$762K$407K$3.9M
Clients per advisor64637
Main custodian––Interactive Brokers
Filing with the SEC since202620262020
Tools in their stack––2
People on Advicer.bio122

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

ToolBelle River Capital Management LLCAdair Wealth ManagementUpholdings
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Belle River Capital Management LLC: none listed · Adair Wealth Management: none listed · Upholdings: Interactive Brokers