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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 Moor Funds (swap one in):+ B & A Sector Watch $2.1M+ Your Wealth Consultants LLC $2.1M · Atlanta, GA+ La Loma Capital $1.9M+ Condata Group Inc $1.8M · New York, NY
New York, NY
Assets under management$2M$2.1M$1.9M
Asset growth, last 2 years––−31%
Advisory staff111
Individual clients448
Assets per client$500K$525K$237K
Clients per advisor448
Main custodian––Interactive Brokers
Filing with the SEC since202620262014
Tools in their stack1––
People on Advicer.bio111

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.

ToolMoor FundsFinancial Planning, Asset ManagementI-Cthru Inc.
Website Builders
WixUses it––

Custodians on Form ADV: Moor Funds: none listed · Financial Planning, Asset Management: none listed · I-Cthru Inc.: Interactive Brokers