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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 World Capital Advisors, LLC (swap one in):+ Rewey Asset Management $75.6M+ Future Wealth LLC $75.6M · Los Gatos, CA+ Caruso and Company, P.a., Certified Public Accountants $68.4M · Deerfield Beach, FL+ Normandy Capital Management, LLC $67.9M · Lakewood, CO
Denver, CO
Williamsville, NY
Assets under management$72M$75.6M$68.4M
Asset growth, last 2 years+26%–+50%
Advisory staff132
Individual clients3968109
Assets per client$1.8M$1.1M$627K
Clients per advisor392355
Main custodian––Schwab
Filing with the SEC since2012 or earlier20262020
Tools in their stack––1
People on Advicer.bio323

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

ToolWorld Capital Advisors, LLCBrass CapitalShield Wealth Advisors
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: World Capital Advisors, LLC: none listed · Brass Capital: none listed · Shield Wealth Advisors: Schwab