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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 Personal Asset Management (swap one in):+ Figa Capital Management LLC. $34.7M+ Woodland Investment Consulting LLC $34.7M+ Nathan G. Hanna, LLC $31.1M · Palm Harbor, FL+ Vim Wealth Management, LLC $31.1M · Coral Gables, FL
St Petersburg, FL
Orlando, FL
Buffalo, NY
Assets under management$33M$35M$34.7M
Asset growth, last 2 years––+20%
Advisory staff132
Individual clients38251175
Assets per client$868K$139K$198K
Clients per advisor388488
Main custodian–––
Filing with the SEC since202620262014
Tools in their stack–1–
People on Advicer.bio12–

From each firm's latest Form ADV (Mar 2026, Aug 2026, Nov 2021). 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.

ToolPersonal Asset ManagementEminence Wealth Management Inc.Grenda Group
Financial Planning
eMoney–Uses it–