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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 Upholdings (swap one in):+ Amida Wealth Advisors, LLC $53.9M · Miami, FL+ Crescent Park Management, L.p. $53.8M+ Kpc Terrapin Group LLC $48.7M · New York, NY+ First Western Securities, Inc. $48.6M · Hurst, TX
Nashville, TN
Westerville, OH
Assets under management$51.3M$53.9M$48.7M
Asset growth, last 2 years+3,562%+76%–
Advisory staff212
Individual clients1366215
Assets per client$3.9M$816K$226K
Clients per advisor766108
Main custodianInteractive Brokers––
Filing with the SEC since20202012 or earlier2026
Tools in their stack2––
People on Advicer.bio212

From each firm's latest Form ADV (Jan 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.

ToolUpholdingsInternational Discount InvestorsPeters Wealth Group
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Upholdings: Interactive Brokers · International Discount Investors: none listed · Peters Wealth Group: none listed