Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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
Coral Gables, FL
Assets under management$199.4M$210.2M$209.6M
Asset growth, last 2 years+7%−1%+50%
Advisory staff343
Individual clients168191133
Assets per client$1.2M$1.1M$1.6M
Clients per advisor564844
Main custodianSchwabSchwabMorgan Stanley
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack211
People on Advicer.bio343

From each firm's latest Form ADV (Feb 2026, Mar 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.Shellman Investment Management, LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Advisor.investments: Schwab · Crescent Sterling LTD.: Schwab · Shellman Investment Management, LLC: Morgan Stanley, Schwab