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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 Ossia Im (swap one in):+ Stage Wealth Management, Inc. $103.5M+ Knight Family Wealth $103.4M+ Credit Union Investment Services $93.6M · Raleigh, NC+ Capstone Investment Management LLC $93.5M · Palm Coast, FL
Miami, FL
W. Palm Beach, FL
Miami, FL
Assets under management$98.5M$104.4M$103.6M
Asset growth, last 2 years–+4%+3%
Advisory staff122
Individual clients61329
Assets per client$16.4M$791K$11.5M
Clients per advisor6665
Main custodianJ.P. MorganPershingPershing
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio121

From each firm's latest Form ADV (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

Individual clients

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Ossia Im: J.P. Morgan, Schwab · Asset Planning Corporation: Pershing · Eurocapital Advisors, Inc: Pershing, Banco Santander International, Credit Suisse Bank