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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+ Clearwater Capital Partners $1.68B · Hoffman Estates, IL
Bellevue, WA
Vancouver, WA
London
Assets under management$1.78B$1.93B$1.68B
Asset growth, last 2 years+40%+51%+37%
Advisory staff81913
Individual clients7241,291101
Assets per client$2.5M$1.5M$16.7M
Clients per advisor91688
Main custodianSchwabSchwabLombard Odier
Filing with the SEC since2012 or earlier20162017
Tools in their stack–––
People on Advicer.bio821–

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Auxano Advisors: Schwab · First Pacific Financial, Inc.: Schwab · Nevastar Finance LTD: Lombard Odier, UBS