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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 The Herzfeld Group (swap one in):+ Talley Financial $14.8M+ Cedar Rock Investment Advisors $14.8M+ Nexus Capital, LLC $13.3M · Pittsford, NY+ R.m. Duncan Capital Management Corporation $13.3M · Little Rock, AR
Largo, FL
Sarasota, FL
Assets under management$14M$14.8M$13.3M
Asset growth, last 2 years−59%––
Advisory staff111
Individual clients764725
Assets per client$185K$315K$533K
Clients per advisor764725
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–1–
People on Advicer.bio111

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

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 CapitalVero Advisors, LLC
Website Builders
Squarespace–Uses it–