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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 Resources, LLC (swap one in):+ Compass Financial Advisors LLC $282.5M · Fort Wayne, IN+ Hoertkorn Richard Charles $282.5M · Kentfield, CA+ International Private Wealth Advisors LLC $255.3M · San Diego, CA+ Secured Retirement Advisors, LLC $255.1M · St Louis Park, MN
Warwick, RI
New York, NY
La Jolla, CA
Assets under management$268.8M$282.3M$282.3M
Asset growth, last 2 years+29%–+26%
Advisory staff163
Individual clients64019177
Assets per client$420K$14.9M$1.6M
Clients per advisor640359
Main custodianSEI–Schwab
Filing with the SEC since201620242019
Tools in their stack––2
People on Advicer.bio152

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

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 Resources, LLCBeatrice Advisors LPCarter Financial, LLC
Custodial Platform
Charles Schwab––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Diversified Resources, LLC: SEI · Beatrice Advisors LP: none listed · Carter Financial, LLC: Schwab