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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 Socialtrader (swap one in):+ Alr Capital Advisors, LLC $80K · New York, NY+ Tcm Investment Advisers $78K+ Healthyfp $69K+ Wealthpaver $67K · Pleasanton, CA
San Diego, CA
San Francisco, CA
Assets under management$73K$81K$80K
Asset growth, last 2 years+18,186%–−77%
Advisory staff011
Individual clients3110
Assets per client$2K$81K–
Clients per advisor–1–
Main custodian––Interactive Brokers
Filing with the SEC since202320262021
Tools in their stack––1
People on Advicer.bio–11

From each firm's latest Form ADV (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.

ToolSocialtraderPair Lending LLCG.p. Leach Securities LLC
Website Builders
Wix––Uses it

Custodians on Form ADV: Socialtrader: none listed · Pair Lending LLC: none listed · G.p. Leach Securities LLC: Interactive Brokers