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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 Jabez Financial, LLC (swap one in):+ Sweetgum Laboratories LLC $14.8M+ Melberth Capital $14.8M · Sarasota, FL+ Templeton Financial Planning $13.4M+ Integrated Capital Management, Inc $13.4M · Carson, CA
Uncasville, CT
Wanchai
Assets under management$14.1M$14.8M$13.4M
Asset growth, last 2 years––+46%
Advisory staff213
Individual clients117–17
Assets per client$120K–$787K
Clients per advisor59–6
Main custodian––Canacord Genuity Wealth
Filing with the SEC since202620262012 or earlier
Tools in their stack3–1
People on Advicer.bio21–

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.

ToolJabez Financial, LLCEighty Rods AdvisorsSouth Ocean Management LTD.
Custodial Platform
SEIUses it––
Wealthscape (Fidelity)Uses it––
Portfolio Management
OrionUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Jabez Financial, LLC: none listed · Eighty Rods Advisors: none listed · South Ocean Management LTD.: Canacord Genuity Wealth