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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):+ Hall Capital Management Company, Inc. $411.6M · Barrington, RI+ Mb, Levis & Associates,LLC $411.6M · Center Valley, PA+ Callahan Wealth Advisory $372.2M+ Rpo LLC $372.1M · Stamford, CT
Miami, FL
Tampa, FL
Tampa, FL
Assets under management$391.8M$413.5M$413.1M
Asset growth, last 2 years–+14%+97%
Advisory staff667
Individual clients18137482
Assets per client$2.2M$11.2M$857K
Clients per advisor30669
Main custodian–FidelityLPL Financial
Filing with the SEC since202620242020
Tools in their stack––3
People on Advicer.bio929

From each firm's latest Form ADV (Oct 2026, Apr 2026, Jul 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 GroupNorthbridge Financial Group, LLC
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Miura Investment Advisors, Inc: none listed · Clearwell Group: Fidelity, J.P. Morgan · Northbridge Financial Group, LLC: LPL Financial, Schwab