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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):+ Lybis Investing $4.9M+ Larsen Financial Services $4.9M+ Borger Capital Management LLC $4.5M · Wausau, WI+ Olma Advisors $4.4M · Los Gatos, CA
Miami, FL
New Port Richey, FL
Ocala, FL
Assets under management$4.7M$5M$5M
Asset growth, last 2 years−95%––
Advisory staff111
Individual clients291854
Assets per client$162K$278K$92K
Clients per advisor291854
Main custodianInteractive Brokers––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––1
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

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.

ToolIur Capital, LLC1st Financial LLCTruesdell Wealth, Inc.
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Iur Capital, LLC: Interactive Brokers · 1st Financial LLC: none listed · Truesdell Wealth, Inc.: none listed