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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+ Richmond Capital $927K · Miami, FL+ Prr Wealth Management $927K
Houston, TX
Assets under management$979K$1M$928K
Asset growth, last 2 years–––
Advisory staff112
Individual clients3713
Assets per client$326K$148K$71K
Clients per advisor377
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack––1
People on Advicer.bio112

From each firm's latest Form ADV (Mar 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

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.

ToolSharpely AiEast Bay Equities LLCSimplevisor
Website Builders
Webflow––Uses it