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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):+ Eurocapital Advisors, Inc $103.6M · Miami, FL+ Stage Wealth Management, Inc. $103.5M+ Credit Union Investment Services $93.6M · Raleigh, NC+ Capstone Investment Management LLC $93.5M · Palm Coast, FL
Miami, FL
W. Palm Beach, FL
Assets under management$98.5M$104.4M$103.4M
Asset growth, last 2 years–+4%–
Advisory staff123
Individual clients613221
Assets per client$16.4M$791K$4.9M
Clients per advisor6667
Main custodianJ.P. MorganPershing–
Filing with the SEC since20242012 or earlier2026
Tools in their stack––2
People on Advicer.bio122

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

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.

ToolOssia ImAsset Planning CorporationKnight Family Wealth
CRM
iPaladin––Uses it
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Ossia Im: J.P. Morgan, Schwab · Asset Planning Corporation: Pershing · Knight Family Wealth: none listed