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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+ Financial Strategies Group $189.1M · Fargo, ND
Baton Rouge, LA
Metairie, LA
Bala Cynwyd, PA
Assets under management$199.4M$210.2M$189.2M
Asset growth, last 2 years+7%−1%–
Advisory staff344
Individual clients168191252
Assets per client$1.2M$1.1M$751K
Clients per advisor564863
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack212
People on Advicer.bio345

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.Odyssey Capital Advisors Inc.
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
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 · Odyssey Capital Advisors Inc.: Schwab