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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 Vauban Wealth Management (swap one in):+ Wisdom Wealth Strategies $190.5M · Greenwood Village, CO+ Vanguard Capital $190.4M · Denver, CO+ Investor Advisory Group $172.1M · Charlotte, NC+ Mcintyre, Freedman & Flynn Investment Advisers, Inc. $172M · Orleans, MA
Guaynabo, PR
Pensacola, FL
Assets under management$181.2M$190.3M$190.3M
Asset growth, last 2 years+24%+43%+31%
Advisory staff122
Individual clients5783323
Assets per client$3.2M$2.3M$589K
Clients per advisor5742162
Main custodian–Schwab–
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio222

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

ToolVauban Wealth ManagementMjc Advisors, LLCArmada Advisors
Website Builders
Wix––Uses it

Custodians on Form ADV: Vauban Wealth Management: none listed · Mjc Advisors, LLC: Schwab · Armada Advisors: none listed