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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 Unlimited Capital Advisors LLC (swap one in):+ Optometry Wealth Advisors LLC $7.9M+ Pairone Private Wealth $7.9M · Lakeville, MN+ Golden State Advisors, LLC $7.1M · San Mateo, CA+ Next Level Wealth Management, LLC $7.1M
Southfield, MI
Assets under management$7.5M$7.9M$7.9M
Asset growth, last 2 years––−71%
Advisory staff111
Individual clients13605
Assets per client$576K$131K$1.6M
Clients per advisor13605
Main custodian––Schwab
Filing with the SEC since202620262019
Tools in their stack–––
People on Advicer.bio211

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

Custodians on Form ADV: Unlimited Capital Advisors LLC: none listed · Antonio Stokes Advisors: none listed · Prince, William L: Schwab