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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 Circa Capital, LLC (swap one in):+ Red Lady Capital Management, LLC $87.9M · Crested Butte, CO+ First Family Wealth $87.8M · Murfreesboro, TN+ Brexton Family Financial, LLC $79.4M+ Forsythe Wealth Management, Inc. $79.4M · Crown Point, IN
Alpharetta, GA
Atlanta, GA
Conshohocken, PA
Assets under management$83.6M$88.4M$87.8M
Asset growth, last 2 years–+11%+171%
Advisory staff213
Individual clients5928406
Assets per client$1.4M$3.2M$216K
Clients per advisor3028135
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2021
Tools in their stack111
People on Advicer.bio215

From each firm's latest Form ADV (Mar 2026, Feb 2026, May 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.

ToolCirca Capital, LLCWorthscape, LLCWealthfd
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it––
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Circa Capital, LLC: none listed · Worthscape, LLC: none listed · Wealthfd: Schwab