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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 No-Load Asset Management (swap one in):+ Rise Financial Partners $70.2M+ Bacon & Company $70.1M+ Bay Hill Capital Management USA, LLC $63.4M+ Bradford Capital Management, LLC $63.4M
St. Augustine, FL
Santa Barbara, CA
Assets under management$66.8M$70.1M$70.2M
Asset growth, last 2 years––−5%
Advisory staff243
Individual clients928644
Assets per client$726K$815K$1.6M
Clients per advisor462215
Main custodian––Schwab
Filing with the SEC since202620262013
Tools in their stack––1
People on Advicer.bio132

From each firm's latest Form ADV (Aug 2026, Apr 2026, 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

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.

ToolNo-Load Asset ManagementAchieving Veritas LLCWang Financial, LLC
Website Builders
Wix––Uses it

Custodians on Form ADV: No-Load Asset Management: none listed · Achieving Veritas LLC: none listed · Wang Financial, LLC: Schwab