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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 Avrio Wealth Pte LTD (swap one in):+ Comprehensive Financial Consultants $187.3M · Cicero, IN+ Harbor Asset Planning, Inc. $187.3M+ Private Harbour Investment Management & Counsel LLC. $169.2M+ Life Planning Advisors LLC $169.2M · Bigfork, MT
Singapore
Woodinville, WA
San Diego, CA
Assets under management$178.3M$187.2M$187.2M
Asset growth, last 2 years+31%+21%+4%
Advisory staff232
Individual clients1349849
Assets per client$1.3M$1.9M$3.8M
Clients per advisor673325
Main custodianInteractive BrokersSchwab–
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio332

From each firm's latest Form ADV (Apr 2026, Mar 2026, Jun 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: Avrio Wealth Pte LTD: Interactive Brokers · Helmsman Financial Group, LLC: Schwab · Ward & Associates: none listed