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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+ Columbia Benefits, LLC $116.2M · Denver, CO
Radnor, PA
Frazer, PA
Santa Fe, NM
Assets under management$122.4M$129.4M$116.1M
Asset growth, last 2 years−17%+31%−32%
Advisory staff224
Individual clients5011859
Assets per client$2.4M$1.1M$2M
Clients per advisor255915
Main custodianFidelityPershingFidelity
Filing with the SEC since201320202018
Tools in their stack–––
People on Advicer.bio–22

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

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

Custodians on Form ADV: V3limited LLC: Fidelity, Merrill · Cgi Wealth Advisors, Inc.: Pershing · Santa Fe Advisors LLC: Fidelity