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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):+ Mcavoy Kemp Wealth Management, LLC $70.5M · Columbus, IN+ Baobab Wealth Management $70.4M+ 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$70.5M
Asset growth, last 2 years−0%+86%+107%
Advisory staff311
Individual clients275264
Assets per client$2.5M$1.4M$1.1M
Clients per advisor95264
Main custodianRBCSchwabSchwab
Filing with the SEC since202120132018
Tools in their stack–23
People on Advicer.bio511

From each firm's latest Form ADV (Jun 2026, Mar 2026, Apr 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, LLCCpk Wealth Management LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
FMG (FMG Suite)––Uses it
Schedule Apps
OnceHub––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Vanquour LLC: RBC · Fiduciary Management Group, LLC: Schwab · Cpk Wealth Management LLC: Schwab