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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 Capital Squared Financial LLC (swap one in):+ Capital Asset Management, LLC $208.8M · Denver, CO+ Cavu Wealth Management $208.8M · Lakeside, CA+ Mcculley Financial Group, LLC $188.7M · Westchester, IL+ Ivy League Financial Advisors LLC $188.7M · Rockville, MD
Rockville, MD
Lima, OH
Sioux Falls, SD
Assets under management$198.7M$208.8M$188.7M
Asset growth, last 2 years–+38%+55%
Advisory staff229
Individual clients874381,846
Assets per client$2.3M$477K$102K
Clients per advisor44219205
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420212014
Tools in their stack–––
People on Advicer.bio229

From each firm's latest Form ADV (Feb 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

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

Custodians on Form ADV: Capital Squared Financial LLC: Schwab, Interactive Brokers · Reservoir Wealth Management: Schwab, American Funds Distributors, Inc. · Hahn Financial Group: Schwab