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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 Iur Capital, LLC (swap one in):+ Truesdell Wealth, Inc. $5M · Ocala, FL+ Larsen Financial Services $4.9M+ Borger Capital Management LLC $4.5M · Wausau, WI+ Income Growth Advisors, LLC $4.4M · Charleston, SC
Miami, FL
New Port Richey, FL
Los Gatos, CA
Assets under management$4.7M$5M$4.4M
Asset growth, last 2 years−95%––
Advisory staff111
Individual clients29187
Assets per client$162K$278K$635K
Clients per advisor29187
Main custodianInteractive Brokers––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (May 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Iur Capital, LLC: Interactive Brokers · 1st Financial LLC: none listed · Olma Advisors: none listed