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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 Melchior Investments LLC (swap one in):+ Winston Paul Capital Management, Inc. $15M · Tysons Corner, VA+ Amauta Financial $15M+ Adams Wealth Management $13.6M · Amarillo, TX+ Greenwell Capital Management, LLC $13.6M
Jing An District, Shanghai
Assets under management$14.3M$15M$13.6M
Asset growth, last 2 years––+70%
Advisory staff113
Individual clients106437
Assets per client$1.4M$235K$367K
Clients per advisor106412
Main custodian––Interactive Brokers
Filing with the SEC since202520262022
Tools in their stack–––
People on Advicer.bio11–

From each firm's latest Form ADV (Aug 2025, 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.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Melchior Investments LLC: none listed · Weisberg Financial Services: none listed · Overseas Capital Management LLC: Interactive Brokers