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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 Zor Capital, LLC (swap one in):+ Financial Lifestyle Management $31.1M · Greenville, TX+ Legacy Financial Designs $31M · The Woodlands, TX+ Jackson Asset Management, Inc $28M+ Delaware Avenue Advisors Inc. $28M · Buffalo, NY
New York, NY
New York, NY
New York, NY
Assets under management$29.5M$31.1M$28M
Asset growth, last 2 years––+5%
Advisory staff218
Individual clients407060
Assets per client$739K$444K$467K
Clients per advisor20708
Main custodian––Schwab
Filing with the SEC since202620262013
Tools in their stack–––
People on Advicer.bio3117

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Zor Capital, LLC: none listed · Farrauto Wealth Management, Inc: none listed · Dominari Securities LLC: Schwab, RBC