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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):+ Rivetti Investment Services, LLC $6.4M+ Mccloskey & Associates, P.a. $6.3M · Melbourne, FL+ Apostolic Financial Advisors, LLC $5.7M+ Stone Blue Capital LLC $5.7M · Darien, CT
Alpharetta, GA
Assets under management$6M$6.3M$6.3M
Asset growth, last 2 years–––
Advisory staff113
Individual clients117187
Assets per client$548K$89K$73K
Clients per advisor117129
Main custodian–––
Filing with the SEC since202620252026
Tools in their stack–––
People on Advicer.bio113

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