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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 Malone Wealth Ventures LLC (swap one in):+ Acropolis Partners, LLC $44.2M · Brentwood, TN+ Composedpro, Inc. $44.1M · San Antonio, TX+ Afs Wealth Management LLC $39.8M · Chester, VT+ Bloom Financial, LLC $39.8M
Assets under management$42M$44.1M$39.8M
Asset growth, last 2 years+155%–+41%
Advisory staff111
Individual clients1128146
Assets per client$375K$5.5M$273K
Clients per advisor1128146
Main custodianSchwab––
Filing with the SEC since202120262012 or earlier
Tools in their stack2––
People on Advicer.bio111

From each firm's latest Form ADV (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

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.

ToolMalone Wealth Ventures LLCEpic Investment ManagementPalen Financial LLC
Custodial Platform
SEIUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Malone Wealth Ventures LLC: Schwab · Epic Investment Management: none listed · Palen Financial LLC: none listed