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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 Investments LLC (swap one in):+ Rowley Financial $97.9M · Lancaster, PA+ Incline Wealth $97.9M+ Heritage Capital Advisors, LLC $88.5M · St Paul, MN+ Wealthfd $87.8M · Conshohocken, PA
Pittsburgh, PA
Easton, PA
New York, NY
Assets under management$93.2M$97.9M$88.5M
Asset growth, last 2 years+24%+184%+35%
Advisory staff462
Individual clients17623555
Assets per client$529K$417K$1.6M
Clients per advisor443928
Main custodianSchwabAssetMarkSchwab
Filing with the SEC since2012 or earlier20222022
Tools in their stack131
People on Advicer.bio361

From each firm's latest Form ADV (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

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 Investments LLCValor Investments and Planning LLCProlific Solutions
CRM
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses itUses it–

Custodians on Form ADV: Compass Investments LLC: Schwab · Valor Investments and Planning LLC: AssetMark, Schwab · Prolific Solutions: Schwab, Fidelity, Empower