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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 Arrien Investments, Inc. (swap one in):+ Rachor Investment Advisory Services, LLC $238.1M · Linden, MI+ 3j Capital $238M · Sao Paulo+ Illumine Investment Management, LLC $215.2M · Poulsbo, WA+ Providence Financial and Insurances, Inc. $215M · Woodland Hills, CA
Boise, ID
Mount Pleasant, WI
Assets under management$226.6M$238M$215M
Asset growth, last 2 years+56%+46%−24%
Advisory staff333
Individual clients442216192
Assets per client$513K$1.1M$1.1M
Clients per advisor1477264
Main custodianPershingFidelitySchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio444

From each firm's latest Form ADV (Feb 2026, Sep 2026, Oct 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.

ToolArrien Investments, Inc.Kelley InvestmentsFinancial Service Group Inc
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Arrien Investments, Inc.: Pershing · Kelley Investments: Fidelity · Financial Service Group Inc: Schwab