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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 Etf Portfolio Partners, Inc. (swap one in):+ Cross Island Advisors LLC $453M · Darien, CT+ Imz Advisory Inc. $452.7M · Boca Raton, FL+ Heffernan Advisory, Inc. $409.6M · Flagstaff, AZ+ Broadlake Financial Management $409.6M · South Burlington, VT
Leawood, KS
State College, PA
Kirkland, WA
Assets under management$431.1M$453M$453.2M
Asset growth, last 2 years+59%+33%+41%
Advisory staff486
Individual clients429267488
Assets per client$1M$1.7M$929K
Clients per advisor1073381
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack–3–
People on Advicer.bio487

From each firm's latest Form ADV (Jan 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.

ToolEtf Portfolio Partners, Inc.Mcclarren Financial AdvisorsRobinswood Financial
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Etf Portfolio Partners, Inc.: Fidelity · Mcclarren Financial Advisors: Schwab, Fidelity, TIAA-Cref Individual & Institutional Services, LLC · Robinswood Financial: none listed