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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+ Advisors Capital Management, LLC $12.2B · Ridgewood, NJ+ Gilder Gagnon Howe & Co. LLC $12.12B · New York, NY
Carmel, IN
Walnut Creek, CA
Dallas, TX
Assets under management$12.96B$13.91B$14.39B
Asset growth, last 2 years+45%+311%+47%
Advisory staff11916211
Individual clients3,0215,14217,878
Assets per client$4.3M$2.7M$805K
Clients per advisor2532185
Main custodianFidelitySchwabWells Fargo
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack–1–
People on Advicer.bio10811281

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, LLCConcentricProspera Financial Services, Inc.
Client File Sharing
ShareFile–Uses it–

Custodians on Form ADV: Valeo Financial Advisors, LLC: Fidelity · Concentric: Schwab, Fidelity · Prospera Financial Services, Inc.: Wells Fargo