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 Filon Capital (swap one in):+ Jeffrey R. Jacobs, CPA $2.1M · Miami, FL+ Your Wealth Consultants LLC $2.1M · Atlanta, GA+ La Loma Capital $1.9M+ Companions on Your Journey $1.9M
Coral Gables, FL
Boca Raton, FL
Assets under management$2M$2.2M$1.9M
Asset growth, last 2 years––−31%
Advisory staff121
Individual clients4108
Assets per client$500K$217K$237K
Clients per advisor458
Main custodian––Interactive Brokers
Filing with the SEC since202620252014
Tools in their stack–2–
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Feb 2025). 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

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolFilon CapitalGulfcrest CapitalI-Cthru Inc.
Custodial Platform
Interactive Brokers–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Filon Capital: none listed · Gulfcrest Capital: none listed · I-Cthru Inc.: Interactive Brokers