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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 Giverny Capital Advisors (swap one in):+ Lifesteps Financial $442.7M · Claremont, CA+ Money Management Services Inc $442.7M · Birmingham, AL+ Secure Financial Management $399.8M · San Antonio, TX+ Threadgill Financial, LLC $399.4M · The Woodlands, TX
Princeton, NJ
Columbus, OH
Melville, NY
Assets under management$420.9M$442.6M$442M
Asset growth, last 2 years+28%+25%+75%
Advisory staff256
Individual clients179149280
Assets per client$2.4M$3M$1.6M
Clients per advisor903047
Main custodian–SchwabSchwab
Filing with the SEC since201720162014
Tools in their stack–12
People on Advicer.bio456

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

ToolGiverny Capital AdvisorsSws Partners, LLCLandmark Wealth Management, LLC
Advisor Lead Gen
Fee-Only Network––Uses it
Custodial Platform
Charles Schwab––Uses it
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Giverny Capital Advisors: none listed · Sws Partners, LLC: Schwab · Landmark Wealth Management, LLC: Schwab