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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 Pace Wealth Advisors (swap one in):+ Perpetual Capital Advisors, LLC $25.6M+ Motus Wealth $25.6M · Atlanta, GA+ Marcellus Capital Management, LLC $23.1M · Skaneateles, NY+ Vassos Investments, LLC $23.1M
Houston, TX
Assets under management$24.3M$25.6M$23.1M
Asset growth, last 2 years–––
Advisory staff111
Individual clients388715
Assets per client$640K$294K$1.5M
Clients per advisor388715
Main custodian–––
Filing with the SEC since202620262021
Tools in their stack2–2
People on Advicer.bio111

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

ToolPace Wealth AdvisorsAk InvestingJv Global Capital, Inc.
Financial Planning
Envestnet MoneyGuideUses it––
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it––