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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 Independent Family Office, LLC (swap one in):+ Francis Financial $803.2M · New York, NY+ Carolina Wealth Management, Inc. $798.5M · Greenville, NC+ Dopkins Wealth Management, LLC $717M · Williamsville, NY+ Northcape Wealth Management $706.1M · Williamsville, NY
Albany, NY
Albany, NY
Atlanta, GA
Assets under management$760.1M$804.3M$799.8M
Asset growth, last 2 years+37%+27%+21%
Advisory staff31011
Individual clients43369359
Assets per client$17.7M$2.2M$2.2M
Clients per advisor143733
Main custodianFidelityFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack–32
People on Advicer.bio3310

From each firm's latest Form ADV (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.

ToolIndependent Family Office, LLCCurran Wealth ManagementVeracity Capital LLC
CRM
SS&C Black Diamond––Uses it
Portfolio Management
Orion–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Independent Family Office, LLC: Fidelity · Curran Wealth Management: Fidelity · Veracity Capital LLC: Fidelity