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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):+ Scs $1.94B · Bellevue, WA+ Iag Wealth Partners, LLC $1.87B · Waukesha, WI+ Petredis Investment Advisors $1.69B · Warrendale, PA+ Nevastar Finance LTD $1.68B · London
Bellevue, WA
Vancouver, WA
Milwaukee, WI
Assets under management$1.78B$1.93B$1.87B
Asset growth, last 2 years+40%+51%+18%
Advisory staff8196
Individual clients7241,291339
Assets per client$2.5M$1.5M$5.5M
Clients per advisor916857
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack––1
People on Advicer.bio8216

From each firm's latest Form ADV (Sep 2026, May 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.

ToolAuxano AdvisorsFirst Pacific Financial, Inc.Diversified Management Inc
Client File Sharing
ShareFile––Uses it

Custodians on Form ADV: Auxano Advisors: Schwab · First Pacific Financial, Inc.: Schwab · Diversified Management Inc: Schwab