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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 Schumpert Investments, LLC (swap one in):+ G&S Wealth Management LLC $8.7M · Elko, NV+ Fig Tree Capital $8.7M+ Stratton Capital Management, LLC $7.9M+ Cornerstone Investment Services $7.9M
Rego Park, NY
Kuala Lumpur, Wilayah Perseketuan
Assets under management$8.3M$8.7M$8.7M
Asset growth, last 2 years–––
Advisory staff113
Individual clients691414
Assets per client$120K$621K$621K
Clients per advisor69145
Main custodian––Interactive Brokers
Filing with the SEC since202620262024
Tools in their stack–––
People on Advicer.bio11–

From each firm's latest Form ADV (Mar 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.

Custodians on Form ADV: Schumpert Investments, LLC: none listed · Prudent Investment Advisors, Inc.: none listed · Khaveen Investments: Interactive Brokers