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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 Purevest (swap one in):+ Westmore Asset Management $54.5M · Pearl River, NY+ Vantage Wealth Management LLC $54.2M+ Hudson Companies $48.8M · Pearl River, NY+ Saratoga Investment Solutions Inc. $48.7M · Saratoga Springs, NY
Staten Island, NY
Utica, NY
Calabasas, CA
Assets under management$51.6M$54.5M$54.2M
Asset growth, last 2 years+91%+15%–
Advisory staff211
Individual clients915156
Assets per client$567K$1.1M$967K
Clients per advisor465156
Main custodianSchwabMorgan Stanley–
Filing with the SEC since20222012 or earlier2026
Tools in their stack2–2
People on Advicer.bio3–1

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

ToolPurevestJc Miano Investment Advisory ServiceFidela Wealth
Digital Marketing
MailchimpUses it––
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Purevest: Schwab · Jc Miano Investment Advisory Service: Morgan Stanley, Stifel · Fidela Wealth: none listed