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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 Wincap Financial LLC (swap one in):+ Equanimity Financial Partners $234.3M · Pasadena, CA+ Belleair Asset Management, LLC $234.3M · Belleair Bluffs, FL+ Apex Investment Group $211.1M · Hudson, MA+ Traub Capital Management $210.8M · Needham, MA
Boston, MA
Lawrence, KS
Boston, MA
Assets under management$223.1M$234.3M$210.6M
Asset growth, last 2 years+493%+30%+5%
Advisory staff654
Individual clients270330177
Assets per client$826K$710K$1.2M
Clients per advisor456644
Main custodianFidelityRaymond JamesSchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack51–
People on Advicer.bio764

From each firm's latest Form ADV (Jun 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

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.

ToolWincap Financial LLCRademacher Financial, Inc.Mason Capital Partners
CRM
Slant (Slant CRM)Uses it––
SS&C Black DiamondUses it––
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Wincap Financial LLC: Fidelity, Schwab · Rademacher Financial, Inc.: Raymond James · Mason Capital Partners: Schwab