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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 Allied Investment Advisors LLC (swap one in):+ Per Stirling Capital Management, LLC $1.57B · Austin, TX+ Abundance Wealth Counselors, LLC $1.56B · State College, PA+ Smith Group Asset Management, LLC $1.41B · Dallas, TX+ Souders Financial Advisors, LLC $1.41B · Cincinnati, OH
Billings, MT
Indianapolis, IN
Charlotte, NC
Assets under management$1.49B$1.57B$1.41B
Asset growth, last 2 years+63%+16%+967%
Advisory staff113939
Individual clients9532,1932,290
Assets per client$1.6M$714K$617K
Clients per advisor875659
Main custodianSchwabSchwabSchwab
Filing with the SEC since201420162021
Tools in their stack2–1
People on Advicer.bio123339

From each firm's latest Form ADV (Jul 2026, Apr 2026, Aug 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.

ToolAllied Investment Advisors LLCInvst, LLCBlueprint Financial Advisors
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Allied Investment Advisors LLC: Schwab · Invst, LLC: Schwab · Blueprint Financial Advisors: Schwab