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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 Fed Advisors, Inc (swap one in):+ Newgen Wealth Creation LLC $6.1M+ Harvest Capital Management $6.1M+ Sedona Asset Management Services, LLC $5.5M+ American Trust Investment Services Advisory, Inc. $5.5M · Whiting, IN
Henderson, NV
Las Vegas, NV
New York, NY
Assets under management$5.8M$6.1M$5.5M
Asset growth, last 2 years–––
Advisory staff115
Individual clients36408,441
Assets per client$162K$153K$654.2312522213008
Clients per advisor36401,688
Main custodian––Drivewealth, LLC
Filing with the SEC since202620262022
Tools in their stack–––
People on Advicer.bio–1–

From each firm's latest Form ADV (Jan 2026, Sep 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: Fed Advisors, Inc: none listed · Ignis Capital Advisors LLC: none listed · Revolut Wealth Inc.: Drivewealth, LLC