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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+ Financial Service Group Inc $215M · Mount Pleasant, WI
Boise, ID
Woodland Hills, CA
Assets under management$226.6M$238M$215M
Asset growth, last 2 years+56%+46%+40%
Advisory staff336
Individual clients442216624
Assets per client$513K$1.1M$345K
Clients per advisor14772104
Main custodianPershingFidelitySchwab
Filing with the SEC since20222012 or earlier2021
Tools in their stack––2
People on Advicer.bio446

From each firm's latest Form ADV (Feb 2026, Sep 2026, May 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 InvestmentsProvidence Financial and Insurances, Inc.
Client Data Gathering
Jotform––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Arrien Investments, Inc.: Pershing · Kelley Investments: Fidelity · Providence Financial and Insurances, Inc.: Schwab