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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 Ventura Wealth Management (swap one in):+ Curran Financial Partners, LLC $749.4M · Daniel Island, SC+ Qtr Family Wealth, LLC $749.3M · Lake Mary, FL+ Vsm Wealth Advisory, LLC $677.5M · Hunt Valley, MD+ Presilium Private Wealth, LLC $671.7M · Radnor, PA
Yardley, PA
Pittsburgh, PA
Okemos, MI
Assets under management$713.5M$750.7M$677.4M
Asset growth, last 2 years+38%+84%+45%
Advisory staff987
Individual clients5623971,281
Assets per client$1.3M$1.9M$529K
Clients per advisor6250183
Main custodianPershingFidelitySchwab
Filing with the SEC since2012 or earlier20202017
Tools in their stack3–2
People on Advicer.bio997

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

ToolVentura Wealth ManagementEwa, LLCFinancial Strategies Group, Inc
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
CRM
SS&C Black DiamondUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Ventura Wealth Management: Pershing, Schwab · Ewa, LLC: Fidelity · Financial Strategies Group, Inc: Schwab, Fidelity