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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 Indfin LLC (swap one in):+ Rw Baker Wealth Management Group LLC $134.9M · Cheyenne, WY+ Haddonfield Financial Planning LLC $134.8M · Haddonfield, NJ+ Kw Wealth Management LLC $121.9M+ Arbalpha $121.6M · Miami, FL
Sheridan, WY
Assets under management$128.4M$134.9M$121.7M
Asset growth, last 2 years+27%–+13%
Advisory staff112
Individual clients553185
Assets per client$2.3M$45M$658K
Clients per advisor55393
Main custodianFidelityFidelitySchwab
Filing with the SEC since202220242012 or earlier
Tools in their stack–––
People on Advicer.bio112

From each firm's latest Form ADV (Jan 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Indfin LLC: Fidelity, Schwab · Seal Cove Capital LLC: Fidelity · Cypress Capital Management, LLC: Schwab, Morgan Stanley