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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 Macfarlane Investors (swap one in):+ Cresvita Capital $8.1M+ 10th Street Capital $8.1M+ Prosperitage Wealth $7.3M+ Quantumleap Wealth Management, LLC $7.3M · St. Charles, MO
New York, NY
Assets under management$7.7M$8.1M$8.1M
Asset growth, last 2 years––−78%
Advisory staff2113
Individual clients167781,045
Assets per client$46K$103K$8K
Clients per advisor847880
Main custodian–––
Filing with the SEC since202620262022
Tools in their stack–3–
People on Advicer.bio2113

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

ToolMacfarlane InvestorsIrish Capital LLCMasterworks Advisers, LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–