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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 Lbh Wealth Advisors (swap one in):+ Virentes Capital Management LLC $5.5M+ True North Financial Planning, LLC $5.5M · South Burlington, VT+ Larsen Financial Services $4.9M+ Barton Creek Advisors, LLC $4.9M
New York, NY
Assets under management$5.2M$5.5M$4.9M
Asset growth, last 2 years–+35%–
Advisory staff111
Individual clients302123
Assets per client$173K$261K$214K
Clients per advisor302123
Main custodian–Folio–
Filing with the SEC since202520202026
Tools in their stack–11
People on Advicer.bio11–

From each firm's latest Form ADV (Jan 2025, Mar 2026, Feb 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.

ToolLbh Wealth AdvisorsCenterfin CapitalJ.pappas Investments
Website Builders
Webflow–Uses it–
Wix––Uses it

Custodians on Form ADV: Lbh Wealth Advisors: none listed · Centerfin Capital: Folio · J.pappas Investments: none listed