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 Finance 180 (swap one in):+ Integritas Semper, LLC $1.8M+ Gant Investment Advisors, Inc. $1.8M · Toledo, OH+ Stewardship Investment Services LLC $1.6M+ Johnson Wealth Management, LLC $1.6M · Palm Coast, FL
Assets under management$1.7M$1.8M$1.6M
Asset growth, last 2 years––−90%
Advisory staff111
Individual clients16–10
Assets per client$104K–$158K
Clients per advisor16–10
Main custodian––Interactive Brokers
Filing with the SEC since202620212019
Tools in their stack3––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Sep 2021). 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.

ToolFinance 180Vanda AdvisersNemo Capital
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Finance 180: none listed · Vanda Advisers: none listed · Nemo Capital: Interactive Brokers