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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 Vanquour LLC (swap one in):+ Cpk Wealth Management LLC $70.5M+ Mcavoy Kemp Wealth Management, LLC $70.5M · Columbus, IN+ Mok Capital Management $63.6M · Los Altos, CA+ Sloan Advisory Group, Inc. $63.6M · Glens Falls, NY
New York, NY
New York, NY
Assets under management$67M$70.7M$70.4M
Asset growth, last 2 years−0%+86%–
Advisory staff312
Individual clients2752240
Assets per client$2.5M$1.4M$293K
Clients per advisor952120
Main custodianRBCSchwab–
Filing with the SEC since202120132026
Tools in their stack–25
People on Advicer.bio512

From each firm's latest Form ADV (Jun 2026, Mar 2026, Jan 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.

ToolVanquour LLCFiduciary Management Group, LLCBaobab Wealth Management
Client Data Gathering
Jotform––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
Envestnet MoneyGuide––Uses it
Planning Light
Advyzon––Uses it
Retirement Planning
Income Lab––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Vanquour LLC: RBC · Fiduciary Management Group, LLC: Schwab · Baobab Wealth Management: none listed