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 Investments LLC (swap one in):+ Compass Wealth Management, LLC $98M+ Incline Wealth $97.9M+ Prolific Solutions $88.5M · New York, NY+ Wealthfd $87.8M · Conshohocken, PA
Pittsburgh, PA
Easton, PA
Lancaster, PA
Assets under management$93.2M$97.9M$97.9M
Asset growth, last 2 years+24%+184%–
Advisory staff462
Individual clients176235166
Assets per client$529K$417K$590K
Clients per advisor443983
Main custodianSchwabAssetMark–
Filing with the SEC since2012 or earlier20222026
Tools in their stack13–
People on Advicer.bio362

From each firm's latest Form ADV (Mar 2026, Feb 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 LLCRowley Financial
CRM
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 · Rowley Financial: none listed