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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+ Financial Independence, LLC $288.1M · Warwick, RI+ Banker Investment Group $260.2M · West Lafayette, IN+ Brendel Financial Advisors LLC $260.2M · Hanover, NH
Meridian, ID
Indianapolis, IN
Franklin, TN
Assets under management$274M$287.9M$287.9M
Asset growth, last 2 years+35%+6%+13%
Advisory staff61422
Individual clients3004761,227
Assets per client$913K$605K$235K
Clients per advisor503456
Main custodianSchwabSchwabSchwab
Filing with the SEC since20202012 or earlier2019
Tools in their stack11–
People on Advicer.bio61423

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 InvestmentsOptivise Advisory Services LLC
Financial Planning
eMoneyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Doceo Wealth, LLC: Schwab · Capital Cities Investments: Schwab · Optivise Advisory Services LLC: Schwab