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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 Mass Group (swap one in):+ Spencer Smith Asset Management, Inc. $46.2M+ Modern Money Management LLC $46.2M+ Ciclo Wealth LLC $41.8M+ Silver Pine Capital, LLC $41.8M · Medfield, MA
Dubai
Buenos Aires
Assets under management$44M$46.2M$46.2M
Asset growth, last 2 years––+2,707%
Advisory staff212
Individual clients814698
Assets per client$543K$1M$472K
Clients per advisor414649
Main custodian–––
Filing with the SEC since202420262019
Tools in their stack–––
People on Advicer.bio212

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