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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 Unique Wealth, LLC (swap one in):+ Jt Stratford, LLC $1.01B · Gainesville, GA+ Verum Partners LLC $1.01B · Charlotte, NC+ Tiempo Capital Partners $911M · Miami, FL+ Singer Wealth Advisors LLC $910.6M · Boca Raton, FL
Tampa, FL
Plantation, FL
Mesa, AZ
Assets under management$965.6M$1.02B$917.3M
Asset growth, last 2 years+54%+42%+92%
Advisory staff1269
Individual clients807644520
Assets per client$1.2M$1.6M$1.8M
Clients per advisor6710758
Main custodianPershingFidelitySchwab
Filing with the SEC since202120162012 or earlier
Tools in their stack–1–
People on Advicer.bio1472

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

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.

ToolUnique Wealth, LLCMg&A WealthRovin Capital
Portfolio Management
Envestnet–Uses it–

Custodians on Form ADV: Unique Wealth, LLC: Pershing · Mg&A Wealth: Fidelity · Rovin Capital: Schwab