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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 Fivenca Asset Management (swap one in):+ Mrb Capital $55M+ Agg Asset Management, LLC $55M · Westlake Village, CA+ Newell Wealth Management, LLC $49.7M · Winter Garden, FL+ Aventail Wealth Management, LLC $49.4M · Winter Haven, FL
Miami, FL
Naples, FL
Assets under management$52.4M$55.1M$55M
Asset growth, last 2 years+68%–+22%
Advisory staff111
Individual clients7023628
Assets per client$748K$234K$2M
Clients per advisor7023628
Main custodianStonex Financial Inc.––
Filing with the SEC since201720262012 or earlier
Tools in their stack–––
People on Advicer.bio111

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

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

Custodians on Form ADV: Fivenca Asset Management: Stonex Financial Inc., Interactive Brokers, Emfi Group Limited · Berger Wealth Management, LLC: none listed · Keith Kelvin Anderson: none listed