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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 USA 401k (swap one in):+ Atlantic Financial Management LLC $11K+ Bryn Mawr Investments $10K+ Atlas Capital Advisory LLC $7K+ Yrn Industries LLC $7K
Springfield, MA
Edmonds, WA
Assets under management$8K$10K$10K
Asset growth, last 2 years–––
Advisory staff111
Individual clients12–2
Assets per client$677.9166666666666–$5K
Clients per advisor12–2
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack–––
People on Advicer.bio1–1

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

Individual clients

Tech stacks

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