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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 Masterworks Advisers, LLC (swap one in):+ Rule72 Financial $8.5M · Potomac Falls, VA+ Longview Investment Management LLC $8.5M+ Jro Wealth Management LLC $7.7M+ Ravello Partners LLC $7.6M · Sag Harbor, NY
New York, NY
Buffalo, NY
South Hadley, MA
Assets under management$8.1M$8.5M$7.7M
Asset growth, last 2 years−78%––
Advisory staff1311
Individual clients1,0458193
Assets per client$8K$105K$82K
Clients per advisor808193
Main custodian–––
Filing with the SEC since202220262022
Tools in their stack–141
People on Advicer.bio1311

From each firm's latest Form ADV (Jul 2026, Mar 2026, Mar 2022). 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.

ToolMasterworks Advisers, LLCClarity AdvisorsPioneer Financial, Inc.
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Financial Planning
Hazel–Uses it–
RightCapital (Right Capital)–Uses it–
Tax Planning
Holistiplan–Uses it–
Worthy–Uses it–
Business Valuation
Maus–Uses it–
Client Portal
Wavvest–Uses it–
Client Texting
CurrentClient–Uses it–
CRM
Slant (Slant CRM)–Uses it–
Estate Planning
Vanilla–Uses it–
Health Insurance Planning
Waterlily–Uses it–
Retirement Planning
Income Lab–Uses it–
Schedule Apps
YouCanBookMe––Uses it
Video Meetings & Messaging
Zoom–Uses it–