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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+ Landmark Wealth Management, LLC $442M · Melville, NY+ Secure Financial Management $399.8M · San Antonio, TX+ Threadgill Financial, LLC $399.4M · The Woodlands, TX
Princeton, NJ
Columbus, OH
Birmingham, AL
Assets under management$420.9M$442.6M$442.7M
Asset growth, last 2 years+28%+25%+26%
Advisory staff257
Individual clients179149521
Assets per client$2.4M$3M$850K
Clients per advisor903074
Main custodian–Schwab–
Filing with the SEC since201720162012 or earlier
Tools in their stack–1–
People on Advicer.bio454

From each firm's latest Form ADV (Mar 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

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, LLCMoney Management Services Inc
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Giverny Capital Advisors: none listed · Sws Partners, LLC: Schwab · Money Management Services Inc: none listed