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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 Financial Independence, LLC (swap one in):+ Alethea Capital Management, LLC $302.6M+ Unconventional Investor, LLC $302.5M+ Birmingham Capital Management Co Inc $273.6M · Birmingham, AL+ Chapel Bridge Wealth Advisors $273.6M · San Juan, PR
Warwick, RI
Northfield, IL
Seattle, WA
Assets under management$288.1M$302.6M$302.7M
Asset growth, last 2 years+37%+36%+29%
Advisory staff482
Individual clients278661152
Assets per client$1M$458K$2M
Clients per advisor708376
Main custodianFidelityAxos Clearing–
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack2–3
People on Advicer.bio483

From each firm's latest Form ADV (Jul 2026, Mar 2026, Apr 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.

ToolFinancial Independence, LLCMack Investment Securities, Inc.Breakwater Investment Management
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)Uses it––
Client File Sharing
ShareFile––Uses it
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Financial Independence, LLC: Fidelity · Mack Investment Securities, Inc.: Axos Clearing, SEI · Breakwater Investment Management: none listed