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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 Bemanaged (swap one in):+ Steadmont Advisors, LLC $430.7M · Birmingham, AL+ White Pine Capital LLC $430.6M · Bloomington, MN+ In on Capital $389.4M · Miami, FL+ Avisen Advisors, LLC $389M · Sacramento, CA
Grand Rapids, MI
Grand Rapids, MI
Marina Del Rey, CA
Assets under management$410M$435.1M$430.7M
Asset growth, last 2 years+4%+73%+39%
Advisory staff3410
Individual clients1,0724911,413
Assets per client$382K$886K$305K
Clients per advisor357123141
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack––2
People on Advicer.bio–412

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.

ToolBemanagedFamily Capital ManagementArrowroot Family Office, LLC
Portfolio Management
Orion––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Bemanaged: Fidelity, Vanguard · Family Capital Management: Schwab · Arrowroot Family Office, LLC: Schwab