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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 Focus Capital, LLC (swap one in):+ Masani Wealth Management, LLC $57.1M+ Martino Capital, LLC $57.1M+ Sapphire Wealth Consulting, Inc. $51.6M · Ponte Vedra Beach, FL+ Teckmeyer Financial Services, L.l.c. $51.6M · Omaha, NE
Wilmington, NC
Assets under management$54.4M$57.1M$51.6M
Asset growth, last 2 years––−2%
Advisory staff112
Individual clients6011930
Assets per client$906K$480K$1.7M
Clients per advisor6011915
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack1–1
People on Advicer.bio112

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

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.

ToolFocus Capital, LLCLoftus Wealth StrategiesLong Family Office
Website Builders
SquarespaceUses it–Uses it