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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 Farnsley Advisors (swap one in):+ Niles Asset Management, Inc $96.4M+ Bison Financial Group, LLC $96.4M · Creve Coeur, MO+ Assured Advisory Group, LLC $87.1M · East Dundee, IL+ Park Place Wealth Advisors, Inc $87.1M · Orinda, CA
Louisville, KY
Montrose, CO
Assets under management$91.8M$96.4M$87.1M
Asset growth, last 2 years––+132%
Advisory staff323
Individual clients21395134
Assets per client$431K$1M$650K
Clients per advisor714845
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack11–
People on Advicer.bio223

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

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.

ToolFarnsley AdvisorsLinden Rose Investment LLCHigh Country Capital Management
Website Builders
WixUses itUses it–