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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 Virji Investments, Inc. (swap one in):+ Dorfman Value Investments LLC $35.3M · Newton, MA+ Simple Life Financial $35.2M+ Legion Capital Management, LLC $31.8M+ Alpha Advisors, LLC $31.8M · Lakeland, FL
Lake Mary, FL
Chardon, OH
Cambridge, NY
Assets under management$33.5M$35.2M$31.8M
Asset growth, last 2 years––+14%
Advisory staff221
Individual clients584126
Assets per client$578K$859K$1.2M
Clients per advisor292126
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack–32
People on Advicer.bio221

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

ToolVirji Investments, Inc.Sorfis Investments, LLCCambridge Wealth Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Virji Investments, Inc.: none listed · Sorfis Investments, LLC: none listed · Cambridge Wealth Management, LLC: Schwab