Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Meridiana (swap one in):+ Obrien Greene & Co Inc $464.3M · Media, PA+ Sard Wealth Managment Group, LLC $464M · Atlanta, GA+ Hollander Asset Management LLC $419.7M · Miami, FL+ Quantum Private Wealth, LLC $418M · Tampa, FL
Coral Gables, FL
Tampa, FL
Midlothian, VA
Assets under management$441.9M$468.6M$464.4M
Asset growth, last 2 years+18%+31%+69%
Advisory staff358
Individual clients7821,798
Assets per client$63.1M$5.7M$258K
Clients per advisor216225
Main custodianJ.P. MorganFidelityLPL Financial
Filing with the SEC since201920172016
Tools in their stack–––
People on Advicer.bio228

From each firm's latest Form ADV (Apr 2026, 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: Meridiana: J.P. Morgan, Merrill, Banco Santander International, Morgan Stanley · Capco Asset Management, LLC: Fidelity · Colonial River Wealth Management LLC: LPL Financial