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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 Dominari Securities LLC (swap one in):+ Twin Cities Wealth Strategies, Inc. $29.5M · Maple Grove, MN+ Maxadvisor Private Management $29.5M+ Jst Investment Consulting $26.6M · Seal Beach, CA+ Quantbase $26.6M · New York, NY
New York, NY
New York, NY
Assets under management$28M$29.5M$29.5M
Asset growth, last 2 years+5%––
Advisory staff821
Individual clients604023
Assets per client$467K$739K$1.3M
Clients per advisor82023
Main custodianSchwab––
Filing with the SEC since201320262026
Tools in their stack–––
People on Advicer.bio1731

From each firm's latest Form ADV (Mar 2026, Jun 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: Dominari Securities LLC: Schwab, RBC · Zor Capital, LLC: none listed · Fjp Portfolio Management: none listed