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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 Acumen Financial Advisors, LLC (swap one in):+ Acorn Creek Capital LLC $488.7M · Fort Collins, CO+ Parkview LTD. $488.5M · Zurich+ Templeton Financial Services Inc. $441.8M · Chandler, AZ+ Access Financial Services, Inc. $437.8M · Minneapolis, MN
Edina, MN
Mill Valley, CA
Coral Gables, FL
Assets under management$465.2M$488.7M$441.9M
Asset growth, last 2 years+19%+43%+18%
Advisory staff153
Individual clients2201147
Assets per client$2.1M$4.3M$63.1M
Clients per advisor220232
Main custodian–SchwabJ.P. Morgan
Filing with the SEC since2012 or earlier20152019
Tools in their stack–––
People on Advicer.bio152

From each firm's latest Form ADV (Mar 2026, Apr 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: Acumen Financial Advisors, LLC: none listed · Gordian Wealth Advisors, LLC: Schwab · Meridiana: J.P. Morgan, Merrill, Banco Santander International, Morgan Stanley