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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+ Azzad Asset Management, Inc. $1.84B · Falls Church, VA+ C2 Private Wealth $1.82B · Novi, MI
Bloomfield Hills, MI
Kansas City, MO
Syracuse, NY
Assets under management$1.94B$2.04B$1.84B
Asset growth, last 2 years+25%+41%+24%
Advisory staff11613
Individual clients6605111,518
Assets per client$2.9M$4M$1.2M
Clients per advisor6085117
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack113
People on Advicer.bio10711

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

1 tool 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.Rockbridge Investment Management, LLC
CRM
Envestnet TamaracUses itUses itUses it
Digital Marketing
WealthReach––Uses it
Schedule Apps
Calendly––Uses it

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