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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):+ Investire LLC $46.2M · Buenos Aires+ Modern Money Management LLC $46.2M+ Ciclo Wealth LLC $41.8M+ Thames Asset Management, Inc $41.8M · Hackensack, NJ
Dubai
Medfield, MA
Assets under management$44M$46.2M$41.8M
Asset growth, last 2 years–––
Advisory staff212
Individual clients814679
Assets per client$543K$1M$529K
Clients per advisor414640
Main custodian–––
Filing with the SEC since202420262026
Tools in their stack–––
People on Advicer.bio212

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.