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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 Investable (swap one in):+ San Antonio Wealth, LLC $523K+ Kauzer Capital Management, LLC $515K · Walnut Creek, CA+ Mcj Capital Partners $465K+ Yackee Potempa & Smalley Asset Management $463K · Fort Wayne, IN
Assets under management$490K$518K$519K
Asset growth, last 2 years–––
Advisory staff111
Individual clients8056
Assets per client$6K$104K$87K
Clients per advisor8056
Main custodian–––
Filing with the SEC since202420262026
Tools in their stack–12
People on Advicer.bio111

From each firm's latest Form ADV (May 2026, Jan 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.

ToolInvestableTangent FinancialFinancial Planning by Design
Website Builders
Squarespace––Uses it
Wix–Uses it–
Schedule Apps
Calendly––Uses it