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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
Palm Coast, FL
Assets under management$1.5M$1.6M$1.6M
Asset growth, last 2 years+15%––
Advisory staff211
Individual clients465
Assets per client$375K$263K$316K
Clients per advisor265
Main custodian–––
Filing with the SEC since201820192026
Tools in their stack––1
People on Advicer.bio–11

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

ToolPmadvisersPoint 16 Capital, LLCJohnson Wealth Management, LLC
Custodial Platform
Charles Schwab––Uses it