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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 Matauro, LLC (swap one in):+ Minneapolis Portfolio Management Group, LLC $1.1B · Wayzata, MN+ Enclave Advisors, LLC $1.1B · Austin, TX+ Level Financial Advisors, Inc. $975.2M · East Amherst, NY+ Satovsky Asset Management LLC $974.8M · New York, NY
New York, NY
New York, NY
Atlanta, GA
Assets under management$1.05B$1.12B$1.1B
Asset growth, last 2 years–−9%+285%
Advisory staff10730
Individual clients8761052,634
Assets per client$1.2M$10.7M$418K
Clients per advisor881588
Main custodian–FidelityRBC
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack41–
People on Advicer.bio10235

From each firm's latest Form ADV (Apr 2026, Jun 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.

ToolMatauro, LLCOverbrook Management CorporationSb Advisory, LLC
Website Builders
Squarespace–Uses it–
WixUses it––
CRM
SS&C Black DiamondUses it––
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Matauro, LLC: none listed · Overbrook Management Corporation: Fidelity, Schwab · Sb Advisory, LLC: RBC