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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):+ Minot Deblois Advisors LLC $2.04B · Boston, MA+ Mosaic Wealth $2.04B · St. Louis, MO+ Rockbridge Investment Management, LLC $1.84B · Syracuse, NY+ C2 Private Wealth $1.82B · Novi, MI
Bloomfield Hills, MI
Kansas City, MO
Clearwater, FL
Assets under management$1.94B$2.04B$2.03B
Asset growth, last 2 years+25%+41%+8%
Advisory staff11616
Individual clients6605111,139
Assets per client$2.9M$4M$1.8M
Clients per advisor608571
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack112
People on Advicer.bio10719

From each firm's latest Form ADV (Mar 2026, Aug 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.Provise Management Group, LLC
CRM
Envestnet TamaracUses itUses it–
SS&C Black Diamond––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Diversified Portfolios, Inc.: Schwab · Atwood & Palmer, Inc.: Fidelity · Provise Management Group, LLC: Schwab