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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 Compass Financial Advisors LLC (swap one in):+ Caissa Wealth Strategies $297M · Bloomington, MN+ Beacon Financial Advisors LTD $296.9M · Houston, TX+ Invested Advisors $268.3M · State College, PA+ Reliant Investment Partners, LLC $268.3M · Pinehurst, NC
Fort Wayne, IN
Alamo, CA
Brookfield, WI
Assets under management$282.5M$296.9M$296.9M
Asset growth, last 2 years+22%+44%+69%
Advisory staff933
Individual clients634190333
Assets per client$446K$1.6M$892K
Clients per advisor7063111
Main custodianPershingSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio722

From each firm's latest Form ADV (Mar 2026, Sep 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 TurnerSterling Capital Management Inc
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: Compass Financial Advisors LLC: Pershing, Lincoln Financial Advisors Corporation · Pring Turner: Schwab · Sterling Capital Management Inc: none listed