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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 Nashional Investments (swap one in):+ Karafilis Investments Corporation $17.3M+ Cone Advisory Group, Inc. $17.3M · Ayden, NC+ Tanin, Tunc $15.6M · Cambridge, MA+ Connolly Financial Group $15.6M
Mckinney, TX
Portland, OR
Manchester
Assets under management$16.5M$17.3M$17.3M
Asset growth, last 2 years––+234%
Advisory staff323
Individual clients587637
Assets per client$284K$228K$468K
Clients per advisor193812
Main custodian––Pershing
Filing with the SEC since202620262017
Tools in their stack–––
People on Advicer.bio323

From each firm's latest Form ADV (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

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

Custodians on Form ADV: Nashional Investments: none listed · Somerset Wealth Management, LLC: none listed · Archway Private Wealth LLC: Pershing, Rl360 Life Insurance Company Limited, Novia Global LTD