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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 Jb Meridian Advisors, LLC (swap one in):+ O'brien Capital Management, Inc. $40.6M · Nyack, NY+ Tenacity Private Wealth $40.6M+ The Aspen Equity Group $36.7M · Waco, TX+ Financial Planning Professionals, Inc. $36.4M · Stuart, FL
Clermont, FL
Laramie, WY
Assets under management$38.6M$40.6M$36.7M
Asset growth, last 2 years––+93%
Advisory staff213
Individual clients1672352
Assets per client$231K$1.8M$706K
Clients per advisor842317
Main custodian––Schwab
Filing with the SEC since202620262018
Tools in their stack–––
People on Advicer.bio213

From each firm's latest Form ADV (Mar 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

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: Jb Meridian Advisors, LLC: none listed · Iam Financial: none listed · Wealth Design Consulting, LLC: Schwab