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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 Meridiana (swap one in):+ Obrien Greene & Co Inc $464.3M · Media, PA+ Sard Wealth Managment Group, LLC $464M · Atlanta, GA+ Quantum Private Wealth, LLC $418M · Tampa, FL+ Seven Mile Advisory LLC $416.8M · Tallahassee, FL
Coral Gables, FL
Tampa, FL
Miami, FL
Assets under management$441.9M$468.6M$419.7M
Asset growth, last 2 years+18%+31%−27%
Advisory staff352
Individual clients7826
Assets per client$63.1M$5.7M$69.9M
Clients per advisor2163
Main custodianJ.P. MorganFidelityCiti
Filing with the SEC since201920172012 or earlier
Tools in their stack–––
People on Advicer.bio222

From each firm's latest Form ADV (Apr 2026, Mar 2026, Sep 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 · Hollander Asset Management LLC: Citi