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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 Bison Wealth Management, LLC (swap one in):+ Mature Money Management, Inc $10.2M+ Meridian Financial Advisory LLC $10.2M+ Joy Equity Management LLC $9.2M+ Jh Kaufman LLC $9.2M
Assets under management$9.7M$10.2M$10.2M
Asset growth, last 2 years–––
Advisory staff111
Individual clients61130
Assets per client$1.6M$926K$340K
Clients per advisor61130
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––1
People on Advicer.bio111

From each firm's latest Form ADV (Apr 2026, Oct 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.

ToolBison Wealth Management, LLCCrimson WealthWealth Compounders LLC
Custodial Platform
Interactive Brokers––Uses it