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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 Folionet Advisers LLC (swap one in):+ Align Financial Solutions $25.1M+ Domo Capital Management, LLC $25M+ Bookman Bright, Inc. $22.6M · Davidson, NC+ Emergent Global Investments $22.6M · Coral Gables, FL
Miami, FL
Tampa, FL
Assets under management$23.8M$25.1M$25M
Asset growth, last 2 years–––
Advisory staff112
Individual clients1,05821153
Assets per client$23K$1.2M$164K
Clients per advisor1,0582177
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack1–2
People on Advicer.bio412

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

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.

ToolFolionet Advisers LLCCaliber Wealth AdvisoryTrihelix Wealth Collective
Planning Light
Advyzon––Uses it
Video Meetings & Messaging
Zoom––Uses it
Website Builders
WebflowUses it––