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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 Neokai Capital (swap one in):+ Independent Financial Planning $45.6M+ Veritas Investment Advisory Group LLC $45.6M · Hendersonville, NC+ Aspire Financial, Inc. $41.2M · Ebensburg, PA+ Quantumvest, Inc. $41.2M · Scottsdale, AZ
Honolulu, HI
Little Rock, AR
Winter Park, FL
Assets under management$43.4M$45.6M$45.6M
Asset growth, last 2 years––+178%
Advisory staff331
Individual clients702634
Assets per client$620K$1.8M$1.3M
Clients per advisor23934
Main custodian––Interactive Brokers
Filing with the SEC since202620192021
Tools in their stack2––
People on Advicer.bio331

From each firm's latest Form ADV (Feb 2026, Mar 2026, May 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.

ToolNeokai CapitalRound Table FinancialAltior Capital
CRM
Envestnet TamaracUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Neokai Capital: none listed · Round Table Financial: none listed · Altior Capital: Interactive Brokers