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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):+ Breakwater Investment Management $302.7M · Seattle, WA+ Alethea Capital Management, LLC $302.6M+ Birmingham Capital Management Co Inc $273.6M · Birmingham, AL+ Chapel Bridge Wealth Advisors $273.6M · San Juan, PR
Warwick, RI
Northfield, IL
Assets under management$288.1M$302.6M$302.5M
Asset growth, last 2 years+37%+36%+51%
Advisory staff482
Individual clients27866188
Assets per client$1M$458K$3.4M
Clients per advisor708344
Main custodianFidelityAxos ClearingSchwab
Filing with the SEC since20212012 or earlier2022
Tools in their stack2––
People on Advicer.bio482

From each firm's latest Form ADV (Jul 2026, Mar 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.Unconventional Investor, LLC
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Financial Independence, LLC: Fidelity · Mack Investment Securities, Inc.: Axos Clearing, SEI · Unconventional Investor, LLC: Schwab, Vanguard