Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Chicory Wealth $840.4M+ 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
Oakbrook Terrace, IL
Assets under management$799.8M$843.3M$758.4M
Asset growth, last 2 years+21%+133%+169%
Advisory staff11328
Individual clients3592291,500
Assets per client$2.2M$3.7M$506K
Clients per advisor337654
Main custodianFidelitySchwabSchwab
Filing with the SEC since201920172012 or earlier
Tools in their stack214
People on Advicer.bio10527

From each firm's latest Form ADV (Apr 2026, Oct 2026, May 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 WealthHarvest Investment Services, LLC
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it
Client Data Gathering
PreciseFP––Uses it
CRM
SS&C Black DiamondUses itUses it–
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Veracity Capital LLC: Fidelity · Inlight Wealth: Schwab · Harvest Investment Services, LLC: Schwab