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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
Centennial, CO
Assets under management$749.4M$787.4M$710M
Asset growth, last 2 years+59%+208%+161%
Advisory staff10167
Individual clients1,314874838
Assets per client$570K$901K$847K
Clients per advisor13155120
Main custodianSchwabSchwabRaymond James
Filing with the SEC since202020172017
Tools in their stack––3
People on Advicer.bio16148

From each firm's latest Form ADV (Jul 2026, Oct 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 FanPeak Planning Group, LLC
Custodial Platform
Charles Schwab––Uses it
Raymond James––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Curran Financial Partners, LLC: Schwab · Investor Fan: Schwab · Peak Planning Group, LLC: Raymond James, Schwab