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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+ Connected Wealth Solutions, LLC $226.4M · La Grande, OR+ Drawbridge Capital $224.6M · Tulsa, OK
Edmond, OK
Oklahoma City, OK
Assets under management$238.4M$251M$226.4M
Asset growth, last 2 years+53%+58%+126%
Advisory staff323
Individual clients7038811
Assets per client$3.4M$647K$20.6M
Clients per advisor231944
Main custodianSchwabAltruistSchwab
Filing with the SEC since202220222024
Tools in their stack–21
People on Advicer.bio323

From each firm's latest Form ADV (Mar 2026, Oct 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 WealthMindoro Capital Partners LLC
Custodial Platform
Altruist–Uses it–
Tax Planning
Wealth.com–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Jm2 Capital Inc.: Schwab · Windle Wealth: Altruist, Schwab · Mindoro Capital Partners LLC: Schwab