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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 4d Financial Advisors, LLC (swap one in):+ Winslow Drake, Inc. $69.8M+ Ibn Advisory Services, Inc. $69.8M · Liverpool, NY+ Fern Financial Group, LLC $63M+ Purposepath Capital, LLC $63M · Quincy, IL
Glen Ellyn, IL
Wichita, KS
Vineyard Haven, MA
Assets under management$66.4M$69.7M$69.7M
Asset growth, last 2 years––+118%
Advisory staff131
Individual clients6235860
Assets per client$1.1M$195K$1.2M
Clients per advisor6211960
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack22–
People on Advicer.bio131

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

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, LLCStewardrightSeidman Investment Portfolios
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoneyUses itUses it–
Schedule Apps
CalendlyUses it––