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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):+ Wealthmd Corporation $250.5M · Louisville, KY+ Amara Financial, LLC $250.5M · San Francisco, CA+ Mindoro Capital Partners LLC $226.4M+ Connected Wealth Solutions, LLC $226.4M · La Grande, OR
Edmond, OK
Oklahoma City, OK
Oklahoma City, OK
Assets under management$238.4M$251M$250.4M
Asset growth, last 2 years+53%+58%+68%
Advisory staff324
Individual clients70388406
Assets per client$3.4M$647K$617K
Clients per advisor23194102
Main custodianSchwabAltruistSchwab
Filing with the SEC since202220222022
Tools in their stack–23
People on Advicer.bio324

From each firm's latest Form ADV (Mar 2026, Jul 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 WealthLig Capital Management, LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it
Tax Planning
Wealth.com–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Jm2 Capital Inc.: Schwab · Windle Wealth: Altruist, Schwab · Lig Capital Management, LLC: Schwab, Security Benefit Life Insurance Company, Capital Client Group, Inc.