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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 Invera Wealth Advisors LLC (swap one in):+ Estate & Trust Advisors $256.5M · Riverwoods, IL+ Alpha Advisors, LLC $256.1M · Richmond, VA+ Yardley Wealth Management LLC $231.6M · Yardley, PA+ Svrn Asset Management, LLC $231.5M · Austin, TX
Medway, MA
Dayton, OH
Assets under management$243.8M$256.1M$256.3M
Asset growth, last 2 years+21%+42%+29%
Advisory staff246
Individual clients139192431
Assets per client$1.8M$1.3M$595K
Clients per advisor704872
Main custodianRaymond JamesPershingFidelity
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack–3–
People on Advicer.bio247

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.

ToolInvera Wealth Advisors LLCRichardson Financial ServicesTudor Financial, Inc.
CRM
HubSpot–Uses it–
Custodial Platform
NetX360 (Pershing)–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Invera Wealth Advisors LLC: Raymond James · Richardson Financial Services: Pershing, Schwab · Tudor Financial, Inc.: Fidelity