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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 Optimist Capital (swap one in):+ Maclachlan Wealth Management $101.7M · Bellevue, WA+ Thalassa Capital LLC $101.6M · Bend, OR+ Incomar Investments, LLC $91.9M · Sugar Land, TX+ Aulestia Wealth Management, Inc. $91.4M · Naples, FL
Palm Beach Gardens, FL
Jackson, TN
Tampa, FL
Assets under management$96.7M$101.6M$91.3M
Asset growth, last 2 years+867%––
Advisory staff341
Individual clients6119240
Assets per client$1.6M$529K$2.3M
Clients per advisor204840
Main custodian–––
Filing with the SEC since201820262026
Tools in their stack122
People on Advicer.bio441

From each firm's latest Form ADV (Jan 2026, Mar 2026, Feb 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.

ToolOptimist CapitalSycamore Financial Advisors, Inc.Djp Wealth Management, LLC
Digital Marketing
AdvisorStream–Uses it–
Financial Planning
eMoney––Uses it
Planning Light
AdvyzonUses it––
Website Builders
Squarespace–Uses itUses it