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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 Statetrust Capital, LLC. (swap one in):+ Haas Financial, Inc. $98.4M · Sanibel, FL+ Winslow Financial LLC $98.3M · Lake Bluff, IL+ Kaplan Wealth Management, Inc. $89M · Reston, VA+ Parish Investment Advisors LLC $88.9M · Lafayette, LA
Boca Raton, FL
Palm Beach, FL
Miami, FL
Assets under management$93.7M$98.5M$98.5M
Asset growth, last 2 years−7%––
Advisory staff211
Individual clients143846
Assets per client$655K$1.2M$16.4M
Clients per advisor72846
Main custodian––J.P. Morgan
Filing with the SEC since2012 or earlier20262024
Tools in their stack–––
People on Advicer.bio211

From each firm's latest Form ADV (Sep 2026, 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: Statetrust Capital, LLC.: none listed · Klocke Capital Group, LLC: none listed · Ossia Im: J.P. Morgan, Schwab