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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):+ Main Street Research LLC $2.68B · Lakeville, CT+ 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
Radnor, PA
Assets under management$2.54B$2.77B$2.68B
Asset growth, last 2 years+48%+44%+54%
Advisory staff1237138
Individual clients12,3623,5375,538
Assets per client$206K$783K$484K
Clients per advisor10150540
Main custodianPershingFidelitySchwab
Filing with the SEC since20132012 or earlier2014
Tools in their stack––1
People on Advicer.bio1296135

From each firm's latest Form ADV (Oct 2026, Aug 2026, Jul 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, LLCMarinerMcadam LLC
CRM
HubSpot––Uses it

Custodians on Form ADV: Creativeone Securities, LLC: Pershing, Schwab · Mariner: Fidelity · Mcadam LLC: Schwab