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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 Liberty Capital Management Inc (swap one in):+ Vance Wealth $893.6M · Santa Clarita, CA+ The Millstone Evans Group, LLC $893.3M · Boulder, CO+ Mayfair Advisory Group, LLC $806.4M · Birmingham, AL+ Droms Strauss Wealth Management $806.3M · St. Louis, MO
Birmingham, MI
Plymouth, MI
New York, NY
Assets under management$849.5M$892.7M$892.4M
Asset growth, last 2 years+40%+8%–
Advisory staff330
Individual clients160291103,270
Assets per client$5.3M$3.1M$9K
Clients per advisor5397–
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack2––
People on Advicer.bio431

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

ToolLiberty Capital Management IncJlb & Associates IncAutopilot
CRM
SS&C Black DiamondUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Liberty Capital Management Inc: Schwab, Comerica Bank, UBS · Jlb & Associates Inc: Schwab, RBC · Autopilot: none listed