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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+ Peak Planning Group, LLC $710M · Centennial, CO
Daniel Island, SC
Arden Hills, MN
Assets under management$749.4M$787.4M$710.4M
Asset growth, last 2 years+59%+208%–
Advisory staff10168
Individual clients1,314874865
Assets per client$570K$901K$821K
Clients per advisor13155108
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020172024
Tools in their stack–––
People on Advicer.bio16149

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Curran Financial Partners, LLC: Schwab · Investor Fan: Schwab · Lifelong Wealth Advisors, Inc.: Schwab