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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 Btv Capital LLC (swap one in):+ John Nuckel LLC $14.8M+ Azalea Wealth Management LLC $14.8M+ Integrated Capital Management, Inc $13.4M · Carson, CA+ Bybee Wealth Management LLC $13.4M
Greenville, SC
Wanchai
Assets under management$14.1M$14.8M$13.4M
Asset growth, last 2 years––+46%
Advisory staff133
Individual clients87917
Assets per client$1.8M$187K$787K
Clients per advisor8266
Main custodian––Canacord Genuity Wealth
Filing with the SEC since202620262012 or earlier
Tools in their stack––1
People on Advicer.bio–4–

From each firm's latest Form ADV (Mar 2026, Aug 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.

ToolBtv Capital LLCFiduciary Organization, LLCSouth Ocean Management LTD.
Website Builders
Wix––Uses it

Custodians on Form ADV: Btv Capital LLC: none listed · Fiduciary Organization, LLC: none listed · South Ocean Management LTD.: Canacord Genuity Wealth