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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+ Altior Capital $45.6M · Winter Park, FL+ Aspire Financial, Inc. $41.2M · Ebensburg, PA+ Quantumvest, Inc. $41.2M · Scottsdale, AZ
Honolulu, HI
Little Rock, AR
Hendersonville, NC
Assets under management$43.4M$45.6M$45.6M
Asset growth, last 2 years–––
Advisory staff331
Individual clients7026132
Assets per client$620K$1.8M$345K
Clients per advisor239132
Main custodian–––
Filing with the SEC since202620192026
Tools in their stack2––
People on Advicer.bio331

From each firm's latest Form ADV (Feb 2026, Mar 2026, Jan 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 FinancialVeritas Investment Advisory Group LLC
CRM
Envestnet TamaracUses it––
Website Builders
WixUses it––