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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 Velmark Capital Management LLC (swap one in):+ Broxton Capital Advisors $29M · Old San Juan, PR+ Behlke Financial $29M+ Monetary Management Corporation $26.2M · San Francisco, CA+ Eden Financial $26.1M · Aliso Viejo, CA
San Francisco, CA
San Francisco, CA
Costa Mesa, CA
Assets under management$27.6M$29.2M$29.1M
Asset growth, last 2 years–+1,375%–
Advisory staff122
Individual clients12138119
Assets per client$2.3M$212K$245K
Clients per advisor126960
Main custodian–Apex Clearing–
Filing with the SEC since202620222026
Tools in their stack1––
People on Advicer.bio1–2

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

ToolVelmark Capital Management LLCBunkerInception Financial Services
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Velmark Capital Management LLC: none listed · Bunker: Apex Clearing · Inception Financial Services: none listed