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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 Vii Capital Management LLC (swap one in):+ Greenrock Advisory LLC $48.8M+ Hudson Companies $48.8M · Pearl River, NY+ Barnes & Company Investment Counsel, LLC $44.1M · Los Angeles, CA+ Winthrop Partners - Wpa , LLC $44.1M · Orchard, NY
Stamford, CT
San Antonio, TX
Assets under management$46.4M$48.8M$44.1M
Asset growth, last 2 years––+297%
Advisory staff211
Individual clients482858
Assets per client$967K$1.7M$760K
Clients per advisor242858
Main custodian––Schwab
Filing with the SEC since202620262018
Tools in their stack–3–
People on Advicer.bio311

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

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.

ToolVii Capital Management LLCTo Wealth, LLCComposedpro, Inc.
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Vii Capital Management LLC: none listed · To Wealth, LLC: none listed · Composedpro, Inc.: Schwab