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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 Humble Capital Management LLC (swap one in):+ Financial Solutions Associates $152.9M · Dedham, MA+ Maven Capital Partners, LLC $152.9M · Atlanta, GA+ Wildes Financial Strategies, Inc $138.3M · Georgetown, SC+ Maya Advisors, Inc. $138.2M · Palo Alto, CA
Honolulu, HI
New York, NY
Norwell, MA
Assets under management$145.6M$152.9M$152.9M
Asset growth, last 2 years–+24%–
Advisory staff231
Individual clients404783
Assets per client$3.6M$3.3M$1.8M
Clients per advisor201683
Main custodianSchwabFidelity–
Filing with the SEC since20242012 or earlier2024
Tools in their stack–22
People on Advicer.bio221

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

ToolHumble Capital Management LLCLivian & Co.Vincent Wealth Advisors LLC
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Humble Capital Management LLC: Schwab, E*Trade Securities LLC · Livian & Co.: Fidelity · Vincent Wealth Advisors LLC: none listed