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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 Arbor Investment Management (swap one in):+ Redwood Park Advisors $170.3M · Redwood City, CA+ Zeit Capital Advisors $170.1M+ Western Growers Financial Services $153.8M · Irvine, CA+ Shining Rock Advisors LLC $153.8M · Asheville, NC
Ann Arbor, MI
Brighton, MI
Oklahoma City, OK
Assets under management$162M$170.4M$170.1M
Asset growth, last 2 years+224%+29%+50%
Advisory staff213
Individual clients96603399
Assets per client$1.7M$283K$426K
Clients per advisor48603133
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20152022
Tools in their stack––2
People on Advicer.bio223

From each firm's latest Form ADV (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.

ToolArbor Investment ManagementPatrick Financial Group LLC.G. Dewayne Mcanally
Digital Marketing
AdvisorStream––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Arbor Investment Management: Schwab · Patrick Financial Group LLC.: none listed · G. Dewayne Mcanally: Schwab