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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):+ Aspen Grove Capital, LLC $6.67B · Avon, CO+ Greycourt & Co., Inc. $6.61B · Pittsburgh, PA+ Westmount Partners, LLC $5.94B · Los Angeles, CA+ T. Rowe Price Advisory Services, Inc. $5.9B · Owings Mills, MD
Overland Park, KS
Overland Park, KS
Irvine, CA
Assets under management$6.25B$7.34B$5.93B
Asset growth, last 2 years+82%+69%+36%
Advisory staff20310630
Individual clients22,0644,2612,095
Assets per client$283K$1.7M$2.8M
Clients per advisor1094070
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520192012 or earlier
Tools in their stack–66
People on Advicer.bio22212118

From each firm's latest Form ADV (May 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 Wealth, LLCMariner IndependentIndex Fund Advisors, Inc.
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)–Uses itUses it
Financial Planning
RightCapital (Right Capital)–Uses itUses it
eMoney––Uses it
Client File Sharing
Box–Uses it–
CRM
SS&C Black Diamond––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Creativeone Wealth, LLC: Schwab, Fidelity · Mariner Independent: Schwab, Fidelity · Index Fund Advisors, Inc.: Schwab