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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 Diversified Portfolios, Inc. (swap one in):+ Mosaic Wealth $2.04B · St. Louis, MO+ Provise Management Group, LLC $2.03B · Clearwater, FL+ Rockbridge Investment Management, LLC $1.84B · Syracuse, NY+ Azzad Asset Management, Inc. $1.84B · Falls Church, VA
Bloomfield Hills, MI
Kansas City, MO
Novi, MI
Assets under management$1.94B$2.04B$1.82B
Asset growth, last 2 years+25%+41%+92%
Advisory staff11611
Individual clients6605112,056
Assets per client$2.9M$4M$883K
Clients per advisor6085187
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack111
People on Advicer.bio10714

From each firm's latest Form ADV (Mar 2026, Aug 2026, Jun 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.

ToolDiversified Portfolios, Inc.Atwood & Palmer, Inc.C2 Private Wealth
CRM
Envestnet TamaracUses itUses it–
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Diversified Portfolios, Inc.: Schwab · Atwood & Palmer, Inc.: Fidelity · C2 Private Wealth: Fidelity