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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+ Nevastar Finance LTD $1.68B · London+ Clearwater Capital Partners $1.68B · Hoffman Estates, IL
Bellevue, WA
Vancouver, WA
Warrendale, PA
Assets under management$1.78B$1.93B$1.69B
Asset growth, last 2 years+40%+51%+91%
Advisory staff8196
Individual clients7241,291530
Assets per client$2.5M$1.5M$3.2M
Clients per advisor916888
Main custodianSchwabSchwabWells Fargo
Filing with the SEC since2012 or earlier20162022
Tools in their stack–––
People on Advicer.bio8217

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

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 · Petredis Investment Advisors: Wells Fargo