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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 Oceanus Capital Partners, LLC (swap one in):+ Alignment Financial Group $77.6M+ Bleeck Financial Management, Inc. $77.6M · Carmel, CA+ Achieving Veritas LLC $70.1M · St. Augustine, FL+ Zuraw Financial $70.1M · Delray Beach, FL
Ponte Vedra Beach, FL
Tampa, FL
Little Rock, AR
Assets under management$73.9M$77.8M$77.6M
Asset growth, last 2 years–+1,456%+398%
Advisory staff142
Individual clients2578128
Assets per client$3M$998K$606K
Clients per advisor252064
Main custodian–LPL Financial–
Filing with the SEC since202620212012 or earlier
Tools in their stack341
People on Advicer.bio142

From each firm's latest Form ADV (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.

ToolOceanus Capital Partners, LLCVectorwealthEthos Capital Group, LLC
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)–Uses it–
Wealthscape (Fidelity)–Uses it–
Client Data Gathering
JotformUses it––
CRM
HubSpotUses it––
Performance Reporting
AddeparUses it––
Video Meetings & Messaging
Zoom––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Oceanus Capital Partners, LLC: none listed · Vectorwealth: LPL Financial · Ethos Capital Group, LLC: none listed