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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 January Capital Advisors (swap one in):+ New Horizons Wealth Management $203.3M · Cedar Knolls, NJ+ Ball & Company $203.1M+ Altamont Wealth Management, Inc. $182.9M · Livermore, CA+ Genter Advisors LLC $182.8M · Los Angeles, CA
San Francisco, CA
Traverse City, MI
Boca Raton, FL
Assets under management$193.2M$203M$202.9M
Asset growth, last 2 years−10%+26%+30%
Advisory staff232
Individual clients180176107
Assets per client$1.1M$1.2M$1.9M
Clients per advisor905954
Main custodianSchwabFidelity–
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack1621
People on Advicer.bio131

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

ToolJanuary Capital AdvisorsIndependent Wealth Management, LLCSyntax Research, Inc.
Financial Planning
RightCapital (Right Capital)Uses itUses it–
eMoney–Uses it–
Advice Engagement
fpPathfinderUses it––
Client Data Gathering
JotformUses it––
Client Meeting Support
JumpUses it––
Client Texting
CurrentClientUses it––
Communications Archiving/Monitoring
GreenboardUses it––
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles SchwabUses it––
Email & Office Suites
Microsoft 365Uses it––
Email Newsletters
SubstackUses it––
Estate Planning
EncorEstate PlansUses it––
Investment Data/Analytics
KwantiUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––
Tax Planning
HolistiplanUses it––
Video Meetings & Messaging
ZoomUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: January Capital Advisors: Schwab · Independent Wealth Management, LLC: Fidelity · Syntax Research, Inc.: none listed