Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 4d Financial Advisors, LLC (swap one in):+ Winslow Drake, Inc. $69.8M+ Seidman Investment Portfolios $69.7M · Vineyard Haven, MA+ Fern Financial Group, LLC $63M+ Purposepath Capital, LLC $63M · Quincy, IL
Glen Ellyn, IL
Wichita, KS
Liverpool, NY
Assets under management$66.4M$69.7M$69.8M
Asset growth, last 2 years––−55%
Advisory staff138
Individual clients62358197
Assets per client$1.1M$195K$354K
Clients per advisor6211925
Main custodian––Goldman Sachs
Filing with the SEC since202620262018
Tools in their stack22–
People on Advicer.bio138

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

Tool4d Financial Advisors, LLCStewardrightIbn Advisory Services, Inc.
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoneyUses itUses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: 4d Financial Advisors, LLC: none listed · Stewardright: none listed · Ibn Advisory Services, Inc.: Goldman Sachs, Schwab