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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):+ Kanani Advisory Group Inc. $288.2M · Irvine, CA+ Optivise Advisory Services LLC $287.9M · Franklin, TN+ Banker Investment Group $260.2M · West Lafayette, IN+ Brendel Financial Advisors LLC $260.2M · Hanover, NH
Meridian, ID
Indianapolis, IN
Warwick, RI
Assets under management$274M$287.9M$288.1M
Asset growth, last 2 years+35%+6%+37%
Advisory staff6144
Individual clients300476278
Assets per client$913K$605K$1M
Clients per advisor503470
Main custodianSchwabSchwabFidelity
Filing with the SEC since20202012 or earlier2021
Tools in their stack112
People on Advicer.bio6144

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

ToolDoceo Wealth, LLCCapital Cities InvestmentsFinancial Independence, LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses it–Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Doceo Wealth, LLC: Schwab · Capital Cities Investments: Schwab · Financial Independence, LLC: Fidelity