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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):+ Ras Capital Services, Inc. $55M+ Locke Financial Services, Inc. $55M · Palatine, IL+ 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%––
Advisory staff114
Individual clients7023691
Assets per client$748K$234K$604K
Clients per advisor7023623
Main custodianStonex Financial Inc.––
Filing with the SEC since201720262026
Tools in their stack–––
People on Advicer.bio112

From each firm's latest Form ADV (Mar 2026, Jan 2026, Sep 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: Fivenca Asset Management: Stonex Financial Inc., Interactive Brokers, Emfi Group Limited · Berger Wealth Management, LLC: none listed · Mrb Capital: none listed