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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 Meliora Capital (swap one in):+ Shotwell Rutter Baer Inc $183.9M · Lansing, MI+ Vincimus Capital, LLC $183.7M · Malibu, CA+ W & S Management Services, Inc. $166M · Rochester, NY+ Vestpointe Wealth Management, LLC $165.8M · Scottsdale, AZ
Tulsa, OK
Fort Worth, TX
Estero, FL
Assets under management$174.8M$183.7M$165.8M
Asset growth, last 2 years+37%–+1%
Advisory staff122
Individual clients101145176
Assets per client$1.7M$1.3M$942K
Clients per advisor1017388
Main custodianSchwabSchwabRaymond James
Filing with the SEC since202020242021
Tools in their stack132
People on Advicer.bio122

From each firm's latest Form ADV (Sep 2026, 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

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.

ToolMeliora CapitalBrazos Wealth Advisors LLCMutual Trust Advisory Group
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Planning Light
AdvyzonUses itUses it–
Schedule Apps
Acuity Scheduling––Uses it

Custodians on Form ADV: Meliora Capital: Schwab · Brazos Wealth Advisors LLC: Schwab · Mutual Trust Advisory Group: Raymond James