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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):+ Attleboro Wealth Management LLC $129.3M · Yardley, PA+ Banta Asset Management LP $128.7M · Newport Beach, CA+ Jaffe Asset Management LLC $116.2M · Beverly Hills, CA+ Santa Fe Advisors LLC $116.1M · Santa Fe, NM
Radnor, PA
Frazer, PA
Denver, CO
Assets under management$122.4M$129.4M$116.2M
Asset growth, last 2 years−17%+31%–
Advisory staff221
Individual clients50118109
Assets per client$2.4M$1.1M$1.1M
Clients per advisor2559109
Main custodianFidelityPershing–
Filing with the SEC since201320202024
Tools in their stack––3
People on Advicer.bio–21

From each firm's latest Form ADV (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.

ToolV3limited LLCCgi Wealth Advisors, Inc.Columbia Benefits, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: V3limited LLC: Fidelity, Merrill · Cgi Wealth Advisors, Inc.: Pershing · Columbia Benefits, LLC: none listed