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.

Cheryl Morhauser & Associates
Transparenza Advisors LLC
Macro Wealth Advisors, Inc.

Similar in size to Cheryl Morhauser & Associates (swap one in):+ Footlamp $23.1M · Atlanta, GA + Stoneridge Wealth Advisors, LLC $23.1M + Reiber Wealth $20.9M + Precession Capital Management, LLC $20.8M · New York, NY

	Cheryl Morhauser & Associates	Transparenza Advisors LLC Miami, FL	Macro Wealth Advisors, Inc. Mckinney, TX
Assets under management	$22M	$23.1M	$20.8M
Asset growth, last 2 years	–	–	−25%
Advisory staff	1	1	2
Individual clients	23	11	29
Assets per client	$955K	$2.1M	$719K
Clients per advisor	23	11	15
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2012 or earlier
Tools in their stack	–	–	8
People on Advicer.bio	1	1	2

From each firm's latest Form ADV (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.