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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 Verum Partners LLC (swap one in):+ Marquette Wealth Management $1.07B · Minnetonka, MN+ The Raelipskie Partnership $1.07B · Waterloo+ Intelligent Wealth Solutions LLC $961M · Austin, TX+ Tranquility Partners, LLC $960M · Brentwood, TN
Charlotte, NC
Charlotte, NC
West Hartford, CT
Assets under management$1.01B$1.07B$1.07B
Asset growth, last 2 years+37%+39%+12%
Advisory staff1577
Individual clients361424346
Assets per client$2.8M$2.5M$3.1M
Clients per advisor246149
Main custodianFidelityFidelityFidelity
Filing with the SEC since201920152012 or earlier
Tools in their stack221
People on Advicer.bio1777

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

ToolVerum Partners LLCProvidence Capital Advisors, LLCRmc Investment Advisors
Client Data Gathering
Jotform––Uses it
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses itUses it–

Custodians on Form ADV: Verum Partners LLC: Fidelity, Schwab · Providence Capital Advisors, LLC: Fidelity · Rmc Investment Advisors: Fidelity, Fifth Third Bank, Schwab