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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 Carl Domino Inc. (swap one in):+ Achieving Veritas LLC $70.1M · St. Augustine, FL+ Moss & Company, P.a. $70M · Maitland, FL+ Meridian Financial Group, Inc. $63.3M · Milwaukie, OR+ Lifetime Financial, Inc. $63.3M · Newport Beach, CA
West Palm Beach, FL
Delray Beach, FL
Palm Beach, FL
Assets under management$66.7M$70.1M$63.2M
Asset growth, last 2 years−9%–−58%
Advisory staff222
Individual clients545145
Assets per client$1.2M$1.4M$1.4M
Clients per advisor272623
Main custodianFidelity–Schwab
Filing with the SEC since2012 or earlier20262012 or earlier
Tools in their stack1––
People on Advicer.bio122

From each firm's latest Form ADV (Feb 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

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.

ToolCarl Domino Inc.Zuraw FinancialCypress Capital Group
Website Builders
WixUses it––

Custodians on Form ADV: Carl Domino Inc.: Fidelity, Schwab · Zuraw Financial: none listed · Cypress Capital Group: Schwab