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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 Cheryl Morhauser & Associates (swap one in):+ Footlamp $23.1M · Atlanta, GA+ Stoneridge Wealth Advisors, LLC $23.1M+ Reiber Wealth $20.9M+ Macro Wealth Advisors, Inc. $20.8M · Mckinney, TX
Miami, FL
New York, NY
Assets under management$22M$23.1M$20.8M
Asset growth, last 2 years––−30%
Advisory staff111
Individual clients23119
Assets per client$955K$2.1M$2.3M
Clients per advisor23119
Main custodian––Hilltop Securities Inc.
Filing with the SEC since202620262022
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Jun 2024). 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: Cheryl Morhauser & Associates: none listed · Transparenza Advisors LLC: none listed · Precession Capital Management, LLC: Hilltop Securities Inc., J.P. Morgan