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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 Worthview Capital Management LLC (swap one in):+ Black Creek Wealth Management, LLC $33.9M+ Good Balance Fp LLC $33.9M · Los Angeles, CA+ Meridan Capital, LLC $30.6M+ Wykrent, Damon $30.6M · Flower Mound, TX
Nashville, TN
Scottsdale, AZ
Assets under management$32.3M$33.9M$30.6M
Asset growth, last 2 years––+15%
Advisory staff111
Individual clients205210
Assets per client$1.6M$652K$3.1M
Clients per advisor205210
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack–12
People on Advicer.bio111

From each firm's latest Form ADV (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.

ToolWorthview Capital Management LLCJanus FinancialOld Field Advisors LLC
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Worthview Capital Management LLC: none listed · Janus Financial: none listed · Old Field Advisors LLC: Schwab