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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 New Line Capital, LLC (swap one in):+ Arcon Wealth Management $33.2M · Southlake, TX+ Marsha Lee & Company,Inc. $33.2M · Palm Desert, CA+ Maxwell Family Office, LLC $30M+ Jd Investment Management, LLC $30M · Cottonwood Heights, UT
Assets under management$31.6M$33.2M$33.2M
Asset growth, last 2 years+23%––
Advisory staff311
Individual clients261743
Assets per client$1.2M$2M$772K
Clients per advisor91743
Main custodian–––
Filing with the SEC since201420262026
Tools in their stack–13
People on Advicer.bio211

From each firm's latest Form ADV (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.

ToolNew Line Capital, LLCGambit Asset ManagementForty4 Financial
Custodial Platform
Altruist––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Wix–Uses it–