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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 Eureka Wealth Solutions (swap one in):+ Welspire LLC $26.5M · Upper Arlington, OH+ T/R Financial Management Group, LLC $26.5M+ Coastal Financial Advisors, Inc. $23.9M+ Sherwood Financial Management $23.9M
New York, NY
New York, NY
Assets under management$25.2M$26.6M$23.9M
Asset growth, last 2 years+398%+237%–
Advisory staff111
Individual clients215,88737
Assets per client$1.2M$5K$647K
Clients per advisor215,88737
Main custodian–Alpaca Securities LLC–
Filing with the SEC since201520212026
Tools in their stack–––
People on Advicer.bio1–1

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Eureka Wealth Solutions: none listed · Quantbase: Alpaca Securities LLC · Imhaus Investment Advisors: none listed