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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 Jade & Cowry LLC (swap one in):+ Granite Wealth Management LLC $68.5M · Plymouth, MA+ Shield Wealth Advisors $68.4M · Williamsville, NY+ Apple & Company, Inc. $61.8M+ Deramus Wealth Management, LLC $61.8M · Plano, TX
Arlington, VA
Birmingham, AL
Assets under management$65.1M$68.4M$68.4M
Asset growth, last 2 years––+10%
Advisory staff211
Individual clients50645
Assets per client$1.3M$1.1M$13.7M
Clients per advisor25645
Main custodian––Merrill
Filing with the SEC since202620262012 or earlier
Tools in their stack–––
People on Advicer.bio21–

From each firm's latest Form ADV (Mar 2026, Aug 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: Jade & Cowry LLC: none listed · Anderson Asset Management: none listed · Capital Formation Advisers LLC: Merrill, J.P. Morgan, Morgan Stanley