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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+ Hollander Asset Management LLC $419.7M · Miami, FL+ Quantum Private Wealth, LLC $418M · Tampa, FL
Coral Gables, FL
Tampa, FL
Tallahassee, FL
Assets under management$441.9M$468.6M$416.8M
Asset growth, last 2 years+18%+31%+27%
Advisory staff354
Individual clients78236
Assets per client$63.1M$5.7M$11.6M
Clients per advisor2169
Main custodianJ.P. MorganFidelitySchwab
Filing with the SEC since201920172023
Tools in their stack––4
People on Advicer.bio224

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

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.

ToolMeridianaCapco Asset Management, LLCSeven Mile Advisory LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Meridiana: J.P. Morgan, Merrill, Banco Santander International, Morgan Stanley · Capco Asset Management, LLC: Fidelity · Seven Mile Advisory LLC: Schwab