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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 Tempus Pecunia (swap one in):+ Perpetual Capital Advisors, LLC $25.6M+ Motus Wealth $25.6M · Atlanta, GA+ Marcellus Capital Management, LLC $23.1M · Skaneateles, NY+ Vassos Investments, LLC $23.1M
Houston, TX
Assets under management$24.3M$25.6M$23.1M
Asset growth, last 2 years–––
Advisory staff111
Individual clients168715
Assets per client$1.5M$294K$1.5M
Clients per advisor168715
Main custodian–––
Filing with the SEC since202620262021
Tools in their stack3–2
People on Advicer.bio111

From each firm's latest Form ADV (Jun 2026, Sep 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

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.

ToolTempus PecuniaAk InvestingJv Global Capital, Inc.
Financial Planning
RightCapital (Right Capital)Uses it–Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––