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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 Jm2 Capital Inc. (swap one in):+ Amara Financial, LLC $250.5M · San Francisco, CA+ Lig Capital Management, LLC $250.4M · Oklahoma City, OK+ Mindoro Capital Partners LLC $226.4M+ Connected Wealth Solutions, LLC $226.4M · La Grande, OR
Edmond, OK
Oklahoma City, OK
Tulsa, OK
Assets under management$238.4M$251M$224.6M
Asset growth, last 2 years+53%+58%+38%
Advisory staff326
Individual clients70388972
Assets per client$3.4M$647K$231K
Clients per advisor23194162
Main custodianSchwabAltruist–
Filing with the SEC since202220222019
Tools in their stack–2–
People on Advicer.bio327

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

ToolJm2 Capital Inc.Windle WealthDrawbridge Capital
Custodial Platform
Altruist–Uses it–
Tax Planning
Wealth.com–Uses it–

Custodians on Form ADV: Jm2 Capital Inc.: Schwab · Windle Wealth: Altruist, Schwab · Drawbridge Capital: none listed