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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 Arrow Investment Management LLC (swap one in):+ Deramus Wealth Management, LLC $61.8M · Plano, TX+ Retirement Income Planning LLC $61.8M · Madison, WI+ Alspaugh Wealth Management $55.9M · Cape Girardeau, MO+ Envision Asset Management, Inc. $55.8M
Oklahoma City, OK
Eagle, ID
Ponca City, OK
Assets under management$58.9M$61.8M$55.8M
Asset growth, last 2 years–––
Advisory staff113
Individual clients1492282
Assets per client$395K$2.8M$680K
Clients per advisor1492227
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack22–
People on Advicer.bio113

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

ToolArrow Investment Management LLCProminence CapitalCcr Investment Advisers, LLC
Client Texting
CurrentClientUses it––
CRM
SS&C Black Diamond–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Website Builders
SquarespaceUses it––