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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 V3limited LLC (swap one in):+ Hudson Heritage Capital Management, Inc. $128.7M · Croton-On-Hudson, NY+ Banta Asset Management LP $128.7M · Newport Beach, CA+ Jaffe Asset Management LLC $116.2M · Beverly Hills, CA+ Columbia Benefits, LLC $116.2M · Denver, CO
Radnor, PA
Frazer, PA
Yardley, PA
Assets under management$122.4M$129.4M$129.3M
Asset growth, last 2 years−17%+31%+157%
Advisory staff225
Individual clients50118140
Assets per client$2.4M$1.1M$923K
Clients per advisor255928
Main custodianFidelityPershingSchwab
Filing with the SEC since201320202021
Tools in their stack––4
People on Advicer.bio–25

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

ToolV3limited LLCCgi Wealth Advisors, Inc.Attleboro Wealth Management LLC
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: V3limited LLC: Fidelity, Merrill · Cgi Wealth Advisors, Inc.: Pershing · Attleboro Wealth Management LLC: Schwab