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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 System Research, LLC (swap one in):+ Jqr Capital Management, LLC $4.2M+ Sovereign Global Advisors, LLC $4.2M · Denver, CO+ Tech Fp $3.8M+ Rock One Advisors, LLC $3.8M
Assets under management$4M$4.2M$4.2M
Asset growth, last 2 years––+9%
Advisory staff112
Individual clients10442
Assets per client$398K$1M$99K
Clients per advisor10421
Main custodian––Interactive Brokers
Filing with the SEC since202620262016
Tools in their stack–––
People on Advicer.bio11–

From each firm's latest Form ADV (Feb 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: System Research, LLC: none listed · Bright Future Advisors: none listed · Christmas Corporation: Interactive Brokers