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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 Kevin Clariday Investment Advisor (swap one in):+ The Meridian Business Group, LTD $22.9M · River Grove, IL+ Forward Financial Advisors, LLC $22.9M+ Amin Khakiani $20.7M+ N.a.s. Capital LLC $20.7M · Portsmouth, NH
Westlake Village, CA
Assets under management$21.8M$22.9M$22.9M
Asset growth, last 2 years−27%––
Advisory staff111
Individual clients55098
Assets per client$4.4M$458K$234K
Clients per advisor55098
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–––
People on Advicer.bio111

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