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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 Wealthsights Investment Management, LLC (swap one in):+ Esh Wealth Management LLC $30.5M+ Trew Advisors, LLC $30.4M+ Cranston Capital Management, LLC $27.5M+ Gfm Asset Management LLC $27.5M · Weinfelden
Assets under management$29M$30.5M$27.5M
Asset growth, last 2 years–––
Advisory staff111
Individual clients37108
Assets per client$783K$3M$3.4M
Clients per advisor37108
Main custodian–––
Filing with the SEC since202620262025
Tools in their stack–21
People on Advicer.bio111

From each firm's latest Form ADV (Oct 2026, Aug 2026, Mar 2025). 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.

ToolWealthsights Investment Management, LLCAmplio WealthMulberry Capital Management
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Website Builders
Squarespace–Uses it–