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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 Erenda Capital (swap one in):+ Mccloskey & Associates, P.a. $6.3M · Melbourne, FL+ Latitude Investment Group $6.3M · Alpharetta, GA+ Stone Blue Capital LLC $5.7M · Darien, CT+ Desert Capital Management Group, Inc $5.7M · Hermosa Beach, CA
Assets under management$6M$6.3M$5.7M
Asset growth, last 2 years–––
Advisory staff111
Individual clients11719
Assets per client$548K$89K$636K
Clients per advisor11719
Main custodian–––
Filing with the SEC since202620252026
Tools in their stack–––
People on Advicer.bio111

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