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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):+ 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
Tunkhannock, PA
Assets under management$799.8M$843.3M$841.7M
Asset growth, last 2 years+21%+133%+55%
Advisory staff11317
Individual clients3592291,153
Assets per client$2.2M$3.7M$730K
Clients per advisor337668
Main custodianFidelitySchwabFidelity
Filing with the SEC since201920172012 or earlier
Tools in their stack212
People on Advicer.bio10519

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 WealthStone House Investment Management, LLC
CRM
SS&C Black DiamondUses itUses it–
Custodial Platform
Wealthscape (Fidelity)––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Veracity Capital LLC: Fidelity · Inlight Wealth: Schwab · Stone House Investment Management, LLC: Fidelity