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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 Studdard Financial, LLC (swap one in):+ Aligned Advisors $29M · Oceanside, CA+ Crews Capital Management, LP $28.9M+ Mariposa Wealth Solutions LLC $26.2M+ Palm Valley Wealth Management LLC $26.2M
Germantown, TN
New York, NY
Assets under management$27.6M$29M$26.2M
Asset growth, last 2 years––−10%
Advisory staff119
Individual clients741216,999
Assets per client$372K$239K$4K
Clients per advisor74121778
Main custodian––Morgan Stanley
Filing with the SEC since202620262017
Tools in their stack–2–
People on Advicer.bio11–

From each firm's latest Form ADV (May 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

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.

ToolStuddard Financial, LLCMacrovex CapitalInvestall, Inc.
Custodial Platform
Interactive Brokers–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Studdard Financial, LLC: none listed · Macrovex Capital: none listed · Investall, Inc.: Morgan Stanley