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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 Wealth, LLC (swap one in):+ Confluence Investment Management LLC $6.72B · Saint Louis, MO+ Greycourt & Co., Inc. $6.61B · Pittsburgh, PA+ Westmount Partners, LLC $5.94B · Los Angeles, CA+ Index Fund Advisors, Inc. $5.93B · Irvine, CA
Overland Park, KS
Overland Park, KS
Avon, CO
Assets under management$6.25B$7.34B$6.67B
Asset growth, last 2 years+82%+69%+27%
Advisory staff20310612
Individual clients22,0644,26140
Assets per client$283K$1.7M$166.7M
Clients per advisor109403
Main custodianSchwabSchwabMorgan Stanley
Filing with the SEC since201520192013
Tools in their stack–6–
People on Advicer.bio2221218

From each firm's latest Form ADV (May 2026, Aug 2026, Sep 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 Wealth, LLCMariner IndependentAspen Grove Capital, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Client File Sharing
Box–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Creativeone Wealth, LLC: Schwab, Fidelity · Mariner Independent: Schwab, Fidelity · Aspen Grove Capital, LLC: Morgan Stanley