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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+ Magnate Advisory Services, LLC $314.1M · Louisville, KY
Scottsdale, AZ
Berkeley Heights, NJ
Louisville, KY
Assets under management$330.9M$347.9M$314M
Asset growth, last 2 years+14%+78%+13%
Advisory staff481
Individual clients157437115
Assets per client$2.1M$796K$2.7M
Clients per advisor3955115
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack1–2
People on Advicer.bio481

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 AdvisorsRicketts Financial, LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Vigilare Wealth Management LLC: Schwab, Fidelity · Oakbourne Advisors: Schwab, SEI · Ricketts Financial, LLC: Schwab