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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+ Fidela Wealth $54.2M · Calabasas, CA+ Hudson Companies $48.8M · Pearl River, NY+ Kpc Terrapin Group LLC $48.7M · New York, NY
Staten Island, NY
Utica, NY
Saratoga Springs, NY
Assets under management$51.6M$54.5M$48.7M
Asset growth, last 2 years+91%+15%–
Advisory staff211
Individual clients915138
Assets per client$567K$1.1M$1.3M
Clients per advisor465138
Main custodianSchwabMorgan Stanley–
Filing with the SEC since20222012 or earlier2026
Tools in their stack2–3
People on Advicer.bio3–1

From each firm's latest Form ADV (Mar 2026, Jun 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 ServiceSaratoga Investment Solutions Inc.
Digital Marketing
AdvisorStream––Uses it
MailchimpUses it––
Financial Planning
eMoney––Uses it
Risk Tolerance
DataPoints––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Purevest: Schwab · Jc Miano Investment Advisory Service: Morgan Stanley, Stifel · Saratoga Investment Solutions Inc.: none listed