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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 Curran Financial Partners, LLC (swap one in):+ Bell Investment Advisors Inc $787.6M · Orinda, CA+ Sycamore Financial Group $787.4M · Kokomo, IN+ The Wealth Group - Austin B. Colby & Associates $711M · Eden Prairie, MN+ Lifelong Wealth Advisors, Inc. $710.4M · Arden Hills, MN
Daniel Island, SC
Coatesville, PA
Assets under management$749.4M$787.4M$788.3M
Asset growth, last 2 years+59%+208%+84%
Advisory staff10161
Individual clients1,314874589
Assets per client$570K$901K$1.3M
Clients per advisor13155589
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020172012 or earlier
Tools in their stack––4
People on Advicer.bio16141

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

ToolCurran Financial Partners, LLCInvestor FanHoey Investments, Inc.
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Curran Financial Partners, LLC: Schwab · Investor Fan: Schwab · Hoey Investments, Inc.: Schwab