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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 Auxano Advisors (swap one in):+ Iag Wealth Partners, LLC $1.87B · Waukesha, WI+ Diversified Management Inc $1.87B · Milwaukee, WI+ Petredis Investment Advisors $1.69B · Warrendale, PA+ Nevastar Finance LTD $1.68B · London
Bellevue, WA
Vancouver, WA
Hoffman Estates, IL
Assets under management$1.78B$1.93B$1.68B
Asset growth, last 2 years+40%+51%+36%
Advisory staff81915
Individual clients7241,291889
Assets per client$2.5M$1.5M$1.9M
Clients per advisor916859
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack––1
People on Advicer.bio82115

From each firm's latest Form ADV (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.

ToolAuxano AdvisorsFirst Pacific Financial, Inc.Clearwater Capital Partners
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Auxano Advisors: Schwab · First Pacific Financial, Inc.: Schwab · Clearwater Capital Partners: Schwab