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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 Ryefield Capital, LLC (swap one in):+ La Loma Capital $1.9M+ Companions on Your Journey $1.9M+ Creative Retirement Planning, Inc. $1.7M · Sequim, WA+ Pinestar Capital Advisors LLC $1.7M
Germantown, NY
Syosset, NY
Boulder, CO
Assets under management$1.8M$1.9M$1.9M
Asset growth, last 2 years–––
Advisory staff112
Individual clients14014
Assets per client$129K–$135K
Clients per advisor14–7
Main custodian–––
Filing with the SEC since202420262026
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2024, Oct 2026, May 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.