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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 Vigilare Wealth Management LLC (swap one in):+ 4j Wealth Management, LLC $348.1M · Mclean, VA+ Michels Family Financial, LLC $347.9M · Fort Worth, TX+ Bernard Wealth Management Corp. $314.2M · Royal Oak, MI+ Ricketts Financial, LLC $314M · Louisville, KY
Scottsdale, AZ
Berkeley Heights, NJ
Louisville, KY
Assets under management$330.9M$347.9M$314.1M
Asset growth, last 2 years+14%+78%+50%
Advisory staff487
Individual clients1574371,572
Assets per client$2.1M$796K$200K
Clients per advisor3955225
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack1–2
People on Advicer.bio487

From each firm's latest Form ADV (Mar 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.

ToolVigilare Wealth Management LLCOakbourne AdvisorsMagnate Advisory Services, LLC
CRM
SS&C Black DiamondUses it––
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Vigilare Wealth Management LLC: Schwab, Fidelity · Oakbourne Advisors: Schwab, SEI · Magnate Advisory Services, LLC: Fidelity, American Funds Distributors, Inc.