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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 Bird Financial Group LLC (swap one in):+ Navarro Asset Management, LLC $95K · Schaumburg, IL+ Pape Financial $94K+ Pinnacle Financial Group LLC $83K+ Copper Square Private Wealth, LLC $81K
Fort Lauderdale, FL
Boca Raton, FL
Assets under management$88K$94K$94K
Asset growth, last 2 years–––
Advisory staff111
Individual clients21–
Assets per client$44K$94K–
Clients per advisor21–
Main custodian–––
Filing with the SEC since202620242026
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Sep 2026, 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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.