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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 Innovest Strategies LLC (swap one in):+ Butlerjeffrey, LLC $28.1M · Atlanta, GA+ Worthy Financial Services $28.1M · Westminster, MD+ Mouly Financial Management, Inc. $25.4M · Davie, FL+ 1618 Advisors LLC $25.3M · Charlotte, NC
Raleigh, NC
Southern Pines, NC
Humacao, PR
Assets under management$26.8M$28.3M$28.1M
Asset growth, last 2 years–––
Advisory staff111
Individual clients2927358
Assets per client$923K$104K$485K
Clients per advisor2927358
Main custodian–––
Filing with the SEC since202620142026
Tools in their stack–13
People on Advicer.bio111

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

ToolInnovest Strategies LLCKiaros Advisors, LLCAtlanticmidwest Investment Research, LLC
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
Client Data Gathering
Jotform–Uses it–
Financial Planning
eMoney––Uses it