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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 Sharpely Ai (swap one in):+ Emerald Haven Investments Corp $1.1M+ Wrought Iron Financial LLC $1M · Canal Fulton, OH+ Simplevisor $928K · Houston, TX+ Prr Wealth Management $927K
Miami, FL
Assets under management$979K$1M$927K
Asset growth, last 2 years–––
Advisory staff111
Individual clients377
Assets per client$326K$148K$132K
Clients per advisor377
Main custodian–––
Filing with the SEC since202620262023
Tools in their stack–––
People on Advicer.bio111

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