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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 Ola Invierte, LLC (swap one in):+ Sevey Wealth Advisors $847K+ Viraj Capital, LLC $846K · Cambridge, MA+ Mckee Wealth Management $763K · Hurricane, WV+ Scott, Ralph Upton $760K
Centralia, IL
Highland Park, NJ
Assets under management$804K$846K$760K
Asset growth, last 2 years–––
Advisory staff121
Individual clients5489
Assets per client$15K$106K$84K
Clients per advisor5449
Main custodian–––
Filing with the SEC since202220262020
Tools in their stack1––
People on Advicer.bio–1–

From each firm's latest Form ADV (Feb 2026, Apr 2026, Mar 2020). 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.

ToolOla Invierte, LLCTerrapene CapitalParkview Capital Management
Custodial Platform
Betterment Advisor SolutionsUses it––