Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Equanimity Capital Management, LLC (swap one in):+ Poket Financial, LLC $760K · Ciudad De Buenos Aires 1414+ Worthique $758K+ Elr Capital Management, LLC $679K+ The Affinity Group, LLC $678K · Albany, NY
Highland Park, NJ
Portland, OR
Assets under management$718K$760K$680K
Asset growth, last 2 years–––
Advisory staff111
Individual clients–91
Assets per client–$84K$680K
Clients per advisor–91
Main custodian–––
Filing with the SEC since202620202026
Tools in their stack–––
People on Advicer.bio––1

From each firm's latest Form ADV (Jan 2026, Mar 2020, Oct 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.