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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 Oberon Asset Management, LLC (swap one in):+ Value Investment Professionals, LLC $246.7M · New York, NY+ Stirlingshire Investments $244.6M · New York, NY+ Para Wealth Advisors, Inc. $221M · Camas, WA+ Terra Nova Asset Management LLC $220.2M · New York, NY
New York, NY
Saugerties, NY
Armonk, NY
Assets under management$232.7M$246.3M$219M
Asset growth, last 2 years+67%+37%+58%
Advisory staff433
Individual clients47133175
Assets per client$5M$1.9M$1.3M
Clients per advisor124458
Main custodianFidelityFidelityTrade-PMR
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack–1–
People on Advicer.bio132

From each firm's latest Form ADV (May 2026, Jul 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

Individual clients

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.

ToolOberon Asset Management, LLCTaconic AdvisorsForteris Wealth Management, Inc.
Client Data Gathering
Jotform–Uses it–

Custodians on Form ADV: Oberon Asset Management, LLC: Fidelity · Taconic Advisors: Fidelity · Forteris Wealth Management, Inc.: Trade-PMR