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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 Pmadvisers (swap one in):+ Nemo Capital $1.6M+ Whisper Financial $1.6M+ Conklin Financial Management, LLC $1.4M+ Elphinstone $1.4M · New York, NY
Dallas, TX
Assets under management$1.5M$1.6M$1.4M
Asset growth, last 2 years+15%––
Advisory staff211
Individual clients4627
Assets per client$375K$263K$53K
Clients per advisor2627
Main custodian–––
Filing with the SEC since201820192026
Tools in their stack–––
People on Advicer.bio–11

From each firm's latest Form ADV (Sep 2026, Feb 2019, Mar 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.