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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):+ Maven Capital Partners, LLC $152.9M · Atlanta, GA+ Vincent Wealth Advisors LLC $152.9M · Norwell, MA+ Maya Advisors, Inc. $138.2M · Palo Alto, CA+ Clark Company $138.2M · Annapolis, MD
Honolulu, HI
New York, NY
Georgetown, SC
Assets under management$145.6M$152.9M$138.3M
Asset growth, last 2 years–+24%+31%
Advisory staff233
Individual clients4047395
Assets per client$3.6M$3.3M$350K
Clients per advisor2016132
Main custodianSchwabFidelityRaymond James
Filing with the SEC since20242012 or earlier2021
Tools in their stack–23
People on Advicer.bio22–

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

ToolHumble Capital Management LLCLivian & Co.Wildes Financial Strategies, Inc
Client Data Gathering
Asset-Map––Uses it
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Humble Capital Management LLC: Schwab, E*Trade Securities LLC · Livian & Co.: Fidelity · Wildes Financial Strategies, Inc: Raymond James, Schwab