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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+ Brendel Financial Advisors LLC $260.2M · Hanover, NH
Meridian, ID
Indianapolis, IN
Carlsbad, CA
Assets under management$274M$287.9M$260.1M
Asset growth, last 2 years+35%+6%+151%
Advisory staff6145
Individual clients300476109
Assets per client$913K$605K$2.4M
Clients per advisor503422
Main custodianSchwabSchwabSchwab
Filing with the SEC since20202012 or earlier2021
Tools in their stack115
People on Advicer.bio6144

From each firm's latest Form ADV (Mar 2026, Apr 2026, May 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 InvestmentsVistica Wealth Advisors, LLC
Schedule Apps
Calendly––Uses it
GReminders––Uses it
Website Builders
Webflow––Uses it
Wix–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it

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