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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):+ Wood Tarver Financial $489M · Boise, ID+ Acorn Creek Capital LLC $488.7M · Fort Collins, CO+ Meridiana $441.9M · Coral Gables, FL+ Access Financial Services, Inc. $437.8M · Minneapolis, MN
Edina, MN
Mill Valley, CA
Zurich
Assets under management$465.2M$488.7M$488.5M
Asset growth, last 2 years+19%+43%+69%
Advisory staff156
Individual clients22011455
Assets per client$2.1M$4.3M$8.9M
Clients per advisor220239
Main custodian–SchwabBanque Pictet & Cie Sa
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack–––
People on Advicer.bio15–

From each firm's latest Form ADV (Mar 2026, Feb 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 · Parkview LTD.: Banque Pictet & Cie Sa, UBS, Bank Julius Bär