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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 Smaart LLC (swap one in):+ Financial Connection, Inc $94K · Boca Raton, FL+ Antikythera Enterprises LLC $90K+ Jye Wealth Advisors, LLC $80K · Norfolk, VA+ G.p. Leach Securities LLC $80K
Hialeah, FL
Fort Lauderdale, FL
Assets under management$85K$94K$90K
Asset growth, last 2 years–––
Advisory staff111
Individual clients911
Assets per client$9K$94K$90K
Clients per advisor911
Main custodian–––
Filing with the SEC since202220242026
Tools in their stack–––
People on Advicer.bio–11

From each firm's latest Form ADV (Nov 2022, Mar 2026, Apr 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.