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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 Onlyfunds (swap one in):+ Trove, LLC $332K+ Zou Capital Management LLC $330K+ Iridescent Capital Management $297K+ Lock Wealth Management $296K
Assets under management$314K$330K$334K
Asset growth, last 2 years+174%––
Advisory staff111
Individual clients1262
Assets per client$26K$55K$167K
Clients per advisor1262
Main custodian–––
Filing with the SEC since202120262026
Tools in their stack1––
People on Advicer.bio111

From each firm's latest Form ADV (Feb 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.

ToolOnlyfundsYarborough Asset Management StrategiesDonald W. Traylor
Website Builders
WixUses it––