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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 Value Financial Advisers, Inc. (swap one in):+ Tegesta Capital, LLC $111.1M · Jupiter, FL+ Klopp Investment Management LLC $110.6M · Cleveland, OH+ Holbrook Management, LLC $100M · Dallas, TX+ Turret Investments, LLC $100M
Orlando, FL
Miami, FL
Bellevue, WA
Assets under management$105.3M$111.3M$100M
Asset growth, last 2 years+2%+75%–
Advisory staff424
Individual clients20158650
Assets per client$524K$1.9M$154K
Clients per advisor5029163
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20222026
Tools in their stack–13
People on Advicer.bio324

From each firm's latest Form ADV (May 2024, Sep 2026, Feb 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.

ToolValue Financial Advisers, Inc.GoiIntirety, LLC
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Value Financial Advisers, Inc.: Schwab · Goi: Schwab, Interactive Brokers · Intirety, LLC: none listed