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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 Creativeone Securities, LLC (swap one in):+ Mcadam LLC $2.68B · Radnor, PA+ Pine Valley Investments $2.67B · Marlton, NJ+ Moody, Lynn, Lieberson & Walker, LLC $2.41B · Boston, MA+ Sentry Advisors, LLC $2.41B · San Francisco, CA
Overland Park, KS
Overland Park,, KS
Lakeville, CT
Assets under management$2.54B$2.77B$2.68B
Asset growth, last 2 years+48%+44%+48%
Advisory staff123716
Individual clients12,3623,5371,018
Assets per client$206K$783K$2.6M
Clients per advisor10150564
Main custodianPershingFidelitySchwab
Filing with the SEC since20132012 or earlier2012 or earlier
Tools in their stack––4
People on Advicer.bio129619

From each firm's latest Form ADV (Oct 2026, Aug 2026, Apr 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.

ToolCreativeone Securities, LLCMarinerMain Street Research LLC
Client File Sharing
Box––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Creativeone Securities, LLC: Pershing, Schwab · Mariner: Fidelity · Main Street Research LLC: Schwab