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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 Latitude Advisors, LLC (swap one in):+ Affinity Investment Group, LLC $595.1M · Exeter, NH+ Virtus Wealth Solutions $594.9M · Cranford, NJ+ Arkfeld Wealth Strategies, L.l.c. $538M · Omaha, NE+ Redmond Asset Management, LLC $537.2M · Henrico, VA
Hunt Valley, MD
Suwanee, GA
Assets under management$566.5M$595M$537.8M
Asset growth, last 2 years+66%+68%+60%
Advisory staff6523
Individual clients1,525264203
Assets per client$371K$2.3M$2.6M
Clients per advisor2313268
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio6623

From each firm's latest Form ADV (Apr 2026, Feb 2026, Jun 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Latitude Advisors, LLC: Fidelity · Perspective Wealth Management: Schwab · Weaver Capital Management, LLC: Schwab