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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+ Advocacy Wealth Management, LLC $3.24B · Atlanta, GA
Lowell, AR
Beverly Hills, CA
Manhattan Beach, CA
Assets under management$3.44B$3.64B$3.25B
Asset growth, last 2 years+33%+0%+46%
Advisory staff1731110
Individual clients6,68986206
Assets per client$514K$42.4M$15.8M
Clients per advisor39821
Main custodianPershingJ.P. MorganFidelity
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack–12
People on Advicer.bio204–10

From each firm's latest Form ADV (Mar 2026, Sep 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, LLCMonograph Wealth Advisors, LLC
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace–Uses itUses it

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