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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+ Eckman Wealth Management, LLC $73.9M+ Oceanus Capital Partners, LLC $73.9M · Ponte Vedra Beach, FL
Tampa, FL
Sarasota, FL
Tulsa, OK
Assets under management$77.8M$82.3M$81.7M
Asset growth, last 2 years+1,456%––
Advisory staff422
Individual clients78131102
Assets per client$998K$628K$801K
Clients per advisor206651
Main custodianLPL Financial––
Filing with the SEC since202120262026
Tools in their stack4–2
People on Advicer.bio422

From each firm's latest Form ADV (Mar 2026, Sep 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 LLCEverwealth
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)Uses it–Uses it
LPL Financial (ClientWorks)Uses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Vectorwealth: LPL Financial · True Path Financial LLC: none listed · Everwealth: none listed