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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 Kerwin Asset Management, LLC (swap one in):+ Harper Asset Management, LLC $46M+ Pure Wealth Management $46M · Cerritos, CA+ Mainland Financial $41.6M · Sarasota, FL+ Mercor Investment Group $41.6M · Puebla
Sarasota, FL
Assets under management$43.8M$46M$41.6M
Asset growth, last 2 years––+54%
Advisory staff211
Individual clients335787
Assets per client$1.3M$808K$478K
Clients per advisor175787
Main custodian––Pershing
Filing with the SEC since202620262012 or earlier
Tools in their stack3––
People on Advicer.bio111

From each firm's latest Form ADV (Jul 2026, Oct 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

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.

ToolKerwin Asset Management, LLCSarsi, LLCRetirement Money Management
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Kerwin Asset Management, LLC: none listed · Sarsi, LLC: none listed · Retirement Money Management: Pershing