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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):+ Jye Wealth Advisors, LLC $80K · Norfolk, VA+ Tcm Investment Advisers $78K+ Healthyfp $69K+ Uncaged Impact $68K
San Diego, CA
San Francisco, CA
Pleasanton, CA
Assets under management$73K$81K$67K
Asset growth, last 2 years+18,186%–+199%
Advisory staff011
Individual clients31124
Assets per client$2K$81K$3K
Clients per advisor–124
Main custodian––Interactive Brokers
Filing with the SEC since202320262018
Tools in their stack–––
People on Advicer.bio–11

From each firm's latest Form ADV (Mar 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.

Custodians on Form ADV: Socialtrader: none listed · Pair Lending LLC: none listed · Wealthpaver: Interactive Brokers