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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 Invest Inc. (swap one in):+ Cornerstone Financial Management LLC $167M · Burlington, MA+ Aldebaran Capital, LLC $166.9M · Carmel, IN+ Axos Invest, Inc $150.8M · Las Vegas, NV+ Veritas Wealth Partners, LLC $150.7M
Lexington, KY
Alexandria, VA
Assets under management$158.7M$166.9M$166.8M
Asset growth, last 2 years+56%+3%+7%
Advisory staff522
Individual clients2085827
Assets per client$763K$2.9M$6.2M
Clients per advisor422914
Main custodianSchwabSchwabJ.P. Morgan
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio32–

From each firm's latest Form ADV (Feb 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.

ToolInvest Inc.8th Street Investments, LLCStrategic Financial Management, LLC
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Invest Inc.: Schwab · 8th Street Investments, LLC: Schwab · Strategic Financial Management, LLC: J.P. Morgan, Deutsche Bank Securities Inc.