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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 Cereli Inc. (swap one in):+ B & A Sector Watch $2.1M+ Your Wealth Consultants LLC $2.1M · Atlanta, GA+ La Loma Capital $1.9M+ Companions on Your Journey $1.9M
Assets under management$2M$2.1M$1.9M
Asset growth, last 2 years––−31%
Advisory staff111
Individual clients648
Assets per client$333K$525K$237K
Clients per advisor648
Main custodian––Interactive Brokers
Filing with the SEC since202120262014
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Aug 2021, Apr 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

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

Custodians on Form ADV: Cereli Inc.: none listed · Financial Planning, Asset Management: none listed · I-Cthru Inc.: Interactive Brokers