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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):+ Hoertkorn Richard Charles $282.5M · Kentfield, CA+ Carter Financial, LLC $282.3M · La Jolla, 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
Fort Wayne, IN
Assets under management$268.8M$282.3M$282.5M
Asset growth, last 2 years+29%–+22%
Advisory staff169
Individual clients64019634
Assets per client$420K$14.9M$446K
Clients per advisor640370
Main custodianSEI–Pershing
Filing with the SEC since201620242012 or earlier
Tools in their stack–––
People on Advicer.bio157

From each firm's latest Form ADV (Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Diversified Resources, LLC: SEI · Beatrice Advisors LP: none listed · Compass Financial Advisors LLC: Pershing, Lincoln Financial Advisors Corporation