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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):+ Rmc Investment Advisors $1.07B · West Hartford, CT+ The Raelipskie Partnership $1.07B · Waterloo+ Intelligent Wealth Solutions LLC $961M · Austin, TX+ Roehl & Yi Investment Advisors, LLC $959.4M · Eugene, OR
Charlotte, NC
Charlotte, NC
Brentwood, TN
Assets under management$1.01B$1.07B$960M
Asset growth, last 2 years+37%+39%+72%
Advisory staff1577
Individual clients361424254
Assets per client$2.8M$2.5M$3.8M
Clients per advisor246136
Main custodianFidelityFidelityFidelity
Filing with the SEC since201920152018
Tools in their stack22–
People on Advicer.bio1777

From each firm's latest Form ADV (Oct 2026, Mar 2026, Aug 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, LLCTranquility Partners, LLC
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 · Tranquility Partners, LLC: Fidelity, Schwab