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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+ Chicory Wealth $840.4M+ Strong Tower Advisory Services $759.2M · Minneapolis, MN+ Provident Wealth Management, LLC $758.5M · Brentwood, TN
Atlanta, GA
Atlanta, GA
Overland Park, KS
Assets under management$799.8M$843.3M$840.2M
Asset growth, last 2 years+21%+133%+17%
Advisory staff11319
Individual clients3592291,326
Assets per client$2.2M$3.7M$634K
Clients per advisor337670
Main custodianFidelitySchwabAssetMark
Filing with the SEC since201920172022
Tools in their stack21–
People on Advicer.bio10518

From each firm's latest Form ADV (Apr 2026, Oct 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 WealthTfb Advisors, LLC
CRM
SS&C Black DiamondUses itUses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Veracity Capital LLC: Fidelity · Inlight Wealth: Schwab · Tfb Advisors, LLC: AssetMark, Schwab, Brinker Capital Investments