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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+ Mcadam LLC $2.68B · Radnor, PA+ Moody, Lynn, Lieberson & Walker, LLC $2.41B · Boston, MA+ Sentry Advisors, LLC $2.41B · San Francisco, CA
Overland Park, KS
Overland Park,, KS
Marlton, NJ
Assets under management$2.54B$2.77B$2.67B
Asset growth, last 2 years+48%+44%+53%
Advisory staff123731
Individual clients12,3623,5372,070
Assets per client$206K$783K$1.3M
Clients per advisor10150567
Main custodianPershingFidelitySchwab
Filing with the SEC since20132012 or earlier2014
Tools in their stack––7
People on Advicer.bio129633

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

ToolCreativeone Securities, LLCMarinerPine Valley Investments
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it
Cash Management/Budgeting
Monarch––Uses it
CRM
Envestnet Tamarac––Uses it
Digital Marketing
Mailchimp––Uses it

Custodians on Form ADV: Creativeone Securities, LLC: Pershing, Schwab · Mariner: Fidelity · Pine Valley Investments: Schwab