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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+ Capital Formation Advisers LLC $68.4M+ Apple & Company, Inc. $61.8M+ Deramus Wealth Management, LLC $61.8M · Plano, TX
Arlington, VA
Birmingham, AL
Williamsville, NY
Assets under management$65.1M$68.4M$68.4M
Asset growth, last 2 years––+50%
Advisory staff212
Individual clients5064109
Assets per client$1.3M$1.1M$627K
Clients per advisor256455
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack––1
People on Advicer.bio213

From each firm's latest Form ADV (Mar 2026, Aug 2026, Jan 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.

ToolJade & Cowry LLCAnderson Asset ManagementShield Wealth Advisors
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Jade & Cowry LLC: none listed · Anderson Asset Management: none listed · Shield Wealth Advisors: Schwab