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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 Richard Veerman (swap one in):+ Sierra Madre Partners LLC $29.3M · Cerritos, CA+ The W & W Group LLC $29.2M+ Kaizerman & Associates, LLC $26.4M · Natick, MA+ Dennis Capital Management, L.l.c. $26.4M · Cincinnati, OH
Erie, CO
Assets under management$27.8M$29.3M$26.4M
Asset growth, last 2 years–+222%–
Advisory staff111
Individual clients102911
Assets per client$2.8M$1M$2.4M
Clients per advisor102911
Main custodian–Schwab–
Filing with the SEC since202620242026
Tools in their stack––3
People on Advicer.bio111

From each firm's latest Form ADV (Jan 2026, Oct 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.

ToolRichard VeermanTwo Three FiveWealtheq
Client File Sharing
ShareFile––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it

Custodians on Form ADV: Richard Veerman: none listed · Two Three Five: Schwab · Wealtheq: none listed