Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 The Herzfeld Group (swap one in):+ Talley Financial $14.8M+ Cedar Rock Investment Advisors $14.8M+ Vero Advisors, LLC $13.3M+ R.m. Duncan Capital Management Corporation $13.3M · Little Rock, AR
Largo, FL
Sarasota, FL
Pittsford, NY
Assets under management$14M$14.8M$13.3M
Asset growth, last 2 years−59%–+12%
Advisory staff111
Individual clients764733
Assets per client$185K$315K$404K
Clients per advisor764733
Main custodian––Interactive Brokers
Filing with the SEC since2012 or earlier20262017
Tools in their stack–11
People on Advicer.bio111

From each firm's latest Form ADV (May 2026, Mar 2026, Feb 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.

ToolThe Herzfeld GroupMelberth CapitalNexus Capital, LLC
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: The Herzfeld Group: none listed · Melberth Capital: none listed · Nexus Capital, LLC: Interactive Brokers, Capital Group