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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 Tadpole Investments LLC (swap one in):+ Thomas Meyer Investments $2.1M+ Coastal Wealth Management, LP $2.1M+ Companions on Your Journey $1.9M+ Pantile Investments $1.9M · Boulder, CO
East Hartford, CT
Assets under management$2M$2.1M$2.1M
Asset growth, last 2 years–––
Advisory staff111
Individual clients12–10
Assets per client$166K–$210K
Clients per advisor12–10
Main custodian–––
Filing with the SEC since202620252026
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Jan 2026, May 2025, Oct 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.