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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 Doceo Wealth, LLC (swap one in):+ Financial Independence, LLC $288.1M · Warwick, RI+ Optivise Advisory Services LLC $287.9M · Franklin, TN+ Banker Investment Group $260.2M · West Lafayette, IN+ Vistica Wealth Advisors, LLC $260.1M · Carlsbad, CA
Meridian, ID
Indianapolis, IN
Hanover, NH
Assets under management$274M$287.9M$260.2M
Asset growth, last 2 years+35%+6%+16%
Advisory staff6142
Individual clients300476321
Assets per client$913K$605K$810K
Clients per advisor5034161
Main custodianSchwabSchwabSchwab
Filing with the SEC since20202012 or earlier2017
Tools in their stack11–
People on Advicer.bio6142

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

ToolDoceo Wealth, LLCCapital Cities InvestmentsBrendel Financial Advisors LLC
Financial Planning
eMoneyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Doceo Wealth, LLC: Schwab · Capital Cities Investments: Schwab · Brendel Financial Advisors LLC: Schwab