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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 Miura Investment Advisors, Inc (swap one in):+ Northbridge Financial Group, LLC $413.1M · Tampa, FL+ Mb, Levis & Associates,LLC $411.6M · Center Valley, PA+ Callahan Wealth Advisory $372.2M+ Rpo LLC $372.1M · Stamford, CT
Miami, FL
Tampa, FL
Southborough, MA
Assets under management$391.8M$413.5M$372.1M
Asset growth, last 2 years–+14%+31%
Advisory staff666
Individual clients18137261
Assets per client$2.2M$11.2M$1.4M
Clients per advisor30644
Main custodian–FidelitySchwab
Filing with the SEC since202620242017
Tools in their stack––4
People on Advicer.bio925

From each firm's latest Form ADV (Oct 2026, Apr 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.

ToolMiura Investment Advisors, IncClearwell GroupLivelife Capital Partners LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
CRM
SS&C Black Diamond––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Miura Investment Advisors, Inc: none listed · Clearwell Group: Fidelity, J.P. Morgan · Livelife Capital Partners LLC: Schwab, Pershing