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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 Universe, Inc. (swap one in):+ Port Capital Management $29.8M · Massapequa, NY+ Blueprint Financial Advisors, LLC $29.7M · Portland, OR+ Capital Asset Management Group, Inc. $26.8M+ Karagosian Financial Services, Inc $26.8M · Croton On Hudson, NY
Brooklyn, NY
Rye Brook, NY
New York, NY
Assets under management$28.2M$29.9M$26.6M
Asset growth, last 2 years––+237%
Advisory staff111
Individual clients119375,887
Assets per client$237K$808K$5K
Clients per advisor119375,887
Main custodian––Alpaca Securities LLC
Filing with the SEC since202620262021
Tools in their stack–––
People on Advicer.bio11–

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

Individual clients

Tech stacks

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

Custodians on Form ADV: Universe, Inc.: none listed · Five Factor Capital Advisors: none listed · Quantbase: Alpaca Securities LLC