Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Compass Financial Advisors LLC (swap one in):+ Sterling Capital Management Inc $296.9M · Brookfield, WI+ Beacon Financial Advisors LTD $296.9M · Houston, TX+ Reliant Investment Partners, LLC $268.3M · Pinehurst, NC+ Viewpoint Capital Management $267.8M · Seattle, WA
Fort Wayne, IN
Alamo, CA
State College, PA
Assets under management$282.5M$296.9M$268.3M
Asset growth, last 2 years+22%+44%+41%
Advisory staff932
Individual clients634190266
Assets per client$446K$1.6M$1M
Clients per advisor7063133
Main custodianPershingSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack–1–
People on Advicer.bio723

From each firm's latest Form ADV (Mar 2026, 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

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.

ToolCompass Financial Advisors LLCPring TurnerInvested Advisors
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: Compass Financial Advisors LLC: Pershing, Lincoln Financial Advisors Corporation · Pring Turner: Schwab · Invested Advisors: Fidelity