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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 Advisor.investments (swap one in):+ Runde & Co. LLC $209.5M · Seattle, WA+ Babb Wealth Advisors LLC $209.4M · Flagstaff, AZ+ Daytona Street Capital $189.3M · Saint Louis, MO+ Odyssey Capital Advisors Inc. $189.2M · Bala Cynwyd, PA
Baton Rouge, LA
Metairie, LA
Fargo, ND
Assets under management$199.4M$210.2M$189.1M
Asset growth, last 2 years+7%−1%+4%
Advisory staff344
Individual clients168191659
Assets per client$1.2M$1.1M$287K
Clients per advisor5648165
Main custodianSchwabSchwabAxos Clearing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack21–
People on Advicer.bio344

From each firm's latest Form ADV (Feb 2026, Mar 2026, May 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.

ToolAdvisor.investmentsCrescent Sterling LTD.Financial Strategies Group
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Advisor.investments: Schwab · Crescent Sterling LTD.: Schwab · Financial Strategies Group: Axos Clearing, Schwab