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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 Moler Capital Management (swap one in):+ Sage Hill Capital $214.3M · Ann Arbor, MI+ Ponta Wealth Partners, LLC $214.3M · Winter Park, FL+ One Wealth Investors $193.5M · Boca Raton, FL+ Sandia Wealth Management, LLC $193.5M · Albuquerque, NM
Fairlawn, OH
Assets under management$203.8M$214.2M$214.2M
Asset growth, last 2 years+28%+106%−27%
Advisory staff234
Individual clients87199110
Assets per client$2.3M$1.1M$1.9M
Clients per advisor446628
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20242018
Tools in their stack–5–
People on Advicer.bio244

From each firm's latest Form ADV (Feb 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.

ToolMoler Capital ManagementViableObjective Capital Management, LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
Financial Planning
eMoney–Uses it–
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Moler Capital Management: Schwab · Viable: Schwab · Objective Capital Management, LLC: Fidelity