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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 Vectorwealth (swap one in):+ Remote Financial Planner, LLC $82.2M · West Palm Beach, FL+ Sylamore Investments LLC $81.7M · Mountain View, AR+ Curtin Financial Management, Inc. $73.9M+ Oceanus Capital Partners, LLC $73.9M · Ponte Vedra Beach, FL
Tampa, FL
Sarasota, FL
Assets under management$77.8M$82.3M$73.9M
Asset growth, last 2 years+1,456%––
Advisory staff425
Individual clients78131286
Assets per client$998K$628K$258K
Clients per advisor206657
Main custodianLPL Financial––
Filing with the SEC since202120262026
Tools in their stack4–1
People on Advicer.bio425

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

ToolVectorwealthTrue Path Financial LLCEckman Wealth Management, LLC
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)Uses it––
Wealthscape (Fidelity)Uses it––
Website Builders
SquarespaceUses it––
Wix––Uses it

Custodians on Form ADV: Vectorwealth: LPL Financial · True Path Financial LLC: none listed · Eckman Wealth Management, LLC: none listed