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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+ Provident Wealth Management, LLC $758.5M · Brentwood, TN+ Harvest Investment Services, LLC $758.4M · Oakbrook Terrace, IL
Atlanta, GA
Atlanta, GA
Minneapolis, MN
Assets under management$799.8M$843.3M$759.2M
Asset growth, last 2 years+21%+133%+122%
Advisory staff1132
Individual clients359229300
Assets per client$2.2M$3.7M$2.5M
Clients per advisor3376150
Main custodianFidelitySchwabPershing
Filing with the SEC since201920172021
Tools in their stack213
People on Advicer.bio1058

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

1 tool 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 WealthStrong Tower Advisory Services
CRM
SS&C Black DiamondUses itUses itUses it
Custodial Platform
NetX360 (Pershing)––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Veracity Capital LLC: Fidelity · Inlight Wealth: Schwab · Strong Tower Advisory Services: Pershing