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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+ Liberton Financial LLC $90K+ Alr Capital Advisors, LLC $80K · New York, NY+ Jye Wealth Advisors, LLC $80K · Norfolk, VA
Hialeah, FL
Fort Lauderdale, FL
Assets under management$85K$94K$80K
Asset growth, last 2 years––−77%
Advisory staff111
Individual clients910
Assets per client$9K$94K–
Clients per advisor91–
Main custodian––Interactive Brokers
Filing with the SEC since202220242021
Tools in their stack––1
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

Individual clients

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.

ToolSmaart LLCVaquita Sun, Inc.G.p. Leach Securities LLC
Website Builders
Wix––Uses it

Custodians on Form ADV: Smaart LLC: none listed · Vaquita Sun, Inc.: none listed · G.p. Leach Securities LLC: Interactive Brokers