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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+ Livelife Capital Partners LLC $372.1M · Southborough, MA
Miami, FL
Tampa, FL
Stamford, CT
Assets under management$391.8M$413.5M$372.1M
Asset growth, last 2 years–+14%+37%
Advisory staff664
Individual clients181376
Assets per client$2.2M$11.2M$62M
Clients per advisor3062
Main custodian–FidelityGoldman Sachs
Filing with the SEC since202620242021
Tools in their stack–––
People on Advicer.bio92–

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Miura Investment Advisors, Inc: none listed · Clearwell Group: Fidelity, J.P. Morgan · Rpo LLC: Goldman Sachs