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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 Myrmidon Private Capital (swap one in):+ Plan2prosper LLC. $9.3M · Andover, NJ+ Catey, Inc. $9.3M+ F3 Wealth Management, LLC $8.4M+ Peaceful Advisors LLC $8.4M · Tustin, CA
Peachtree City, GA
Brooklyn, NY
Assets under management$8.8M$9.3M$9.3M
Asset growth, last 2 years––−53%
Advisory staff112
Individual clients27181
Assets per client$327K$516K$9.3M
Clients per advisor27181
Main custodian–––
Filing with the SEC since202620262020
Tools in their stack2––
People on Advicer.bio112

From each firm's latest Form ADV (Mar 2026, Jan 2026, Sep 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

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.

ToolMyrmidon Private CapitalVetworthEssex Advisory
Schedule Apps
Acuity SchedulingUses it––
Website Builders
SquarespaceUses it––