Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Grape Modern Wealth Management (swap one in):+ Vanmay Wealth Management $40.6M · Huntington Beach, CA+ O'brien Capital Management, Inc. $40.6M · Nyack, NY+ Chaney Financial Services, Inc. $36.5M · Glendale, CA+ Percy E. Bolton Associates, Inc. $36.4M · Pasadena, CA
Temecula, CA
Beverly Hills, CA
Assets under management$38.6M$40.7M$40.6M
Asset growth, last 2 years–−8%–
Advisory staff121
Individual clients1453123
Assets per client$267K$1.3M$1.8M
Clients per advisor1451623
Main custodian–SEI–
Filing with the SEC since20262012 or earlier2026
Tools in their stack1––
People on Advicer.bio111

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

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.

ToolGrape Modern Wealth ManagementBorris Nii & CompanyIam Financial
Custodial Platform
AltruistUses it––

Custodians on Form ADV: Grape Modern Wealth Management: none listed · Borris Nii & Company: SEI · Iam Financial: none listed