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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 Lowercase Capital, LLC (swap one in):+ Venables Financial Solutions $164K+ Taher Financial Planning $162K · Brooklyn, NY+ Purpose1st Financial $143K+ Blueprism Wealth Management LLC $143K
Hot Springs, AR
Assets under management$151K$161K$160K
Asset growth, last 2 years–––
Advisory staff131
Individual clients6–0
Assets per client$25K––
Clients per advisor6––
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––2
People on Advicer.bio131

From each firm's latest Form ADV (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.

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.

ToolLowercase Capital, LLCForesight Investment Advisors, LLCAuri
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it