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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 Valeo Financial Advisors, LLC (swap one in):+ Circle Wealth Management, LLC $14.07B · Summit, NJ+ Sapient Capital LLC $13.76B · Indianapolis, IN+ Gilder Gagnon Howe & Co. LLC $12.12B · New York, NY+ Soltis Investment Advisors, LLC $12.04B · St. George, UT
Carmel, IN
Walnut Creek, CA
Ridgewood, NJ
Assets under management$12.96B$13.91B$12.2B
Asset growth, last 2 years+45%+311%+64%
Advisory staff1191657
Individual clients3,0215,14217,842
Assets per client$4.3M$2.7M$684K
Clients per advisor25321313
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack–1–
People on Advicer.bio1081161

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

ToolValeo Financial Advisors, LLCConcentricAdvisors Capital Management, LLC
Client File Sharing
ShareFile–Uses it–

Custodians on Form ADV: Valeo Financial Advisors, LLC: Fidelity · Concentric: Schwab, Fidelity · Advisors Capital Management, LLC: Fidelity, LPL Financial