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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 Bellwether Investment Services LLC (swap one in):+ Finmentum LLC $2.8M+ Silverbrook Investment Advisors, Inc. $2.8M+ Aionios Capital Partners, LLC $2.5M · Newport Beach, CA+ Omni Investment Solutions LLC $2.5M · Mesa, AZ
Bedford, MA
Sarasota, FL
Assets under management$2.7M$2.8M$2.8M
Asset growth, last 2 years–––
Advisory staff111
Individual clients18–23
Assets per client$147K–$121K
Clients per advisor18–23
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––3
People on Advicer.bio111

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

ToolBellwether Investment Services LLCIngeniq CapitalInsight Family Financial
Advisory Fee Billing
AdvicePay––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
OnceHub––Uses it