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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 Veracity Capital LLC (swap one in):+ Stone House Investment Management, LLC $841.7M · Tunkhannock, PA+ Tfb Advisors, LLC $840.2M · Overland Park, KS+ Strong Tower Advisory Services $759.2M · Minneapolis, MN+ Provident Wealth Management, LLC $758.5M · Brentwood, TN
Atlanta, GA
Atlanta, GA
Assets under management$799.8M$843.3M$840.4M
Asset growth, last 2 years+21%+133%+33%
Advisory staff11312
Individual clients359229539
Assets per client$2.2M$3.7M$1.6M
Clients per advisor337645
Main custodianFidelitySchwabFidelity
Filing with the SEC since201920172017
Tools in their stack21–
People on Advicer.bio10516

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

ToolVeracity Capital LLCInlight WealthChicory Wealth
CRM
SS&C Black DiamondUses itUses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Veracity Capital LLC: Fidelity · Inlight Wealth: Schwab · Chicory Wealth: Fidelity