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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 Eber Capital Management (swap one in):+ Wealth 360, LLC $95M · Buford, GA+ Wise Money Israel $94.9M · Binyamina+ Tallahassee Financial Advisors, Inc. $85.7M · Tallahassee, FL+ Forrest Investment Management, Inc. $85.2M · Jacksonville, FL
Coral Gables, FL
Ponte Vedra Beach, FL
San Antonio, TX
Assets under management$90.4M$94.9M$95M
Asset growth, last 2 years+77%–+329%
Advisory staff111
Individual clients3612965
Assets per client$2.5M$736K$1.5M
Clients per advisor3612965
Main custodian––LPL Financial
Filing with the SEC since2012 or earlier20262022
Tools in their stack–1–
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Jan 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

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.

ToolEber Capital ManagementArthurs Wealth ManagementBraintrust Capital, LLC
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Eber Capital Management: none listed · Arthurs Wealth Management: none listed · Braintrust Capital, LLC: LPL Financial