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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 Farther (swap one in):+ Principal Securities, Inc. $17.02B · Des Moines, IA+ Allen Investment Management, LLC $16.91B · New York, NY+ Cv Advisors LLC $15.08B · Aventura, FL+ Concentric $13.91B · Walnut Creek, CA
San Francisco, CA
Los Gatos, CA
Santa Barbara, CA
Assets under management$16.01B$18.52B$17B
Asset growth, last 2 years+634%+11%+140%
Advisory staff25215135
Individual clients14,593135,299
Assets per client$1.1M$1.42B$3.2M
Clients per advisor58139
Main custodianSchwabNorthern TrustFidelity
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack7–3
People on Advicer.bio336–137

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

ToolFartherComprehensive Financial Management LLCMission Wealth Management, LP
CRM
Envestnet Tamarac––Uses it
HubSpotUses it––
Prospecting
PoseidonUses it––
WealthfeedUses it––
Account Aggregation
PlaidUses it––
Client Data Gathering
TaxStatusUses it––
Client Portal
Fynancial––Uses it
Estate Planning
EncorEstate PlansUses it––
Financial Planning
eMoney––Uses it
Planning Support
advice.aiUses it––

Custodians on Form ADV: Farther: Schwab, Fidelity, Pershing · Comprehensive Financial Management LLC: Northern Trust · Mission Wealth Management, LP: Fidelity, Schwab