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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 Arvest Wealth Management (swap one in):+ Stoker Ostler, A Part of Bmo Financial Group $3.67B · Scottsdale, AZ+ Provenance Wealth Advisors $3.63B · Fort Lauderdale, FL+ Pfg Advisors $3.26B · Phoenix, AZ+ Monograph Wealth Advisors, LLC $3.25B · Manhattan Beach, CA
Lowell, AR
Beverly Hills, CA
Atlanta, GA
Assets under management$3.44B$3.64B$3.24B
Asset growth, last 2 years+33%+0%+88%
Advisory staff1731126
Individual clients6,689861,658
Assets per client$514K$42.4M$2M
Clients per advisor39864
Main custodianPershingJ.P. MorganReliance Trust Company
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio204–30

From each firm's latest Form ADV (Mar 2026, Aug 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.

ToolArvest Wealth ManagementMozaic, LLCAdvocacy Wealth Management, LLC
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Arvest Wealth Management: Pershing · Mozaic, LLC: J.P. Morgan, Fiduciary Trust Company, International · Advocacy Wealth Management, LLC: Reliance Trust Company, Fidelity