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 Arbor Investment Management (swap one in):+ Zeit Capital Advisors $170.1M+ G. Dewayne Mcanally $170.1M · Oklahoma City, OK+ Western Growers Financial Services $153.8M · Irvine, CA+ Shining Rock Advisors LLC $153.8M · Asheville, NC
Ann Arbor, MI
Brighton, MI
Redwood City, CA
Assets under management$162M$170.4M$170.3M
Asset growth, last 2 years+224%+29%+55%
Advisory staff212
Individual clients96603121
Assets per client$1.7M$283K$1.4M
Clients per advisor4860361
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20152020
Tools in their stack–––
People on Advicer.bio222

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Arbor Investment Management: Schwab · Patrick Financial Group LLC.: none listed · Redwood Park Advisors: Schwab