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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 Investire LLC (swap one in):+ Lodestar Financial Management, LLC $48.6M+ Swarthmore Asset Management LTD $48.6M · New York, NY+ Powers Capital Management $43.9M · Conshohocken, PA+ Rex Leigh Jones $43.9M
Buenos Aires
Kalamazoo, MI
New York, NY
Assets under management$46.2M$48.6M$43.9M
Asset growth, last 2 years+2,707%–+6%
Advisory staff221
Individual clients9825117
Assets per client$472K$1.9M$375K
Clients per advisor4913117
Main custodian––Schwab
Filing with the SEC since201920262017
Tools in their stack–––
People on Advicer.bio22–

From each firm's latest Form ADV (Aug 2026, Mar 2026, Jun 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: Investire LLC: none listed · Hfg Advisors Inc.: none listed · Transparent Wealth Consulting LLC: Schwab