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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 Capable Wealth, LLC (swap one in):+ Mountain Creek Capital, LLC $22.5M · Melville, NY+ Genesis Capital Group LLC $22.5M · New York, NY+ Sharma Associates, Inc. $20.2M+ Atlas Meridian Capital LLC $20.1M · New York, NY
Latham, NY
Garden City, NY
New York, NY
Assets under management$21.2M$22.4M$22.3M
Asset growth, last 2 years––−13%
Advisory staff112
Individual clients5765109
Assets per client$373K$345K$205K
Clients per advisor576555
Main custodian––Interactive Brokers
Filing with the SEC since202620262024
Tools in their stack22–
People on Advicer.bio112

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

ToolCapable Wealth, LLCAries Investment Advisors, LLCPassive Management LLC
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Capable Wealth, LLC: none listed · Aries Investment Advisors, LLC: none listed · Passive Management LLC: Interactive Brokers