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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 Belvedere Investments Corporation (swap one in):+ Vantar $40K · New York, NY+ Kiepe Wealth Management $40K+ Venture Wealth Solutions LLC $35K+ Caldwell Investment Services LLC $35K
Assets under management$38K$40K$35K
Asset growth, last 2 years–––
Advisory staff121
Individual clients42001
Assets per client$9K$200$35K
Clients per advisor41001
Main custodian–Alpaca Securities LLC–
Filing with the SEC since202620242026
Tools in their stack2––
People on Advicer.bio1––

From each firm's latest Form ADV (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.

ToolBelvedere Investments CorporationCandlestick AiOnus Observer LLC
Custodial Platform
Interactive BrokersUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Belvedere Investments Corporation: none listed · Candlestick Ai: Alpaca Securities LLC · Onus Observer LLC: none listed