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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):+ Maxadvisor Private Management $29.5M+ Fjp Portfolio Management $29.5M+ Alton Road Capital, LP $26.6M · Vero Beach, FL+ Quantbase $26.6M · New York, NY
New York, NY
New York, NY
Seal Beach, CA
Assets under management$28M$29.5M$26.6M
Asset growth, last 2 years+5%––
Advisory staff821
Individual clients604054
Assets per client$467K$739K$493K
Clients per advisor82054
Main custodianSchwab––
Filing with the SEC since201320262026
Tools in their stack––4
People on Advicer.bio1731

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

ToolDominari Securities LLCZor Capital, LLCJst Investment Consulting
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
NDEX––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Dominari Securities LLC: Schwab, RBC · Zor Capital, LLC: none listed · Jst Investment Consulting: none listed