Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Institution Services, LLC (swap one in):+ Bull Street Advisors $271.9M · Savannah, GA+ Invest Capital Partners $271.9M · Springboro, OH+ Insight Investment Counsel $245.7M · El Segundo, CA+ Toro West Capital Advisors $245.7M · Louisville, CO
Newtown, PA
Wyomissing, PA
Assets under management$258.7M$271.9M$271.8M
Asset growth, last 2 years+49%+46%+17%
Advisory staff235
Individual clients332183652
Assets per client$779K$1.5M$417K
Clients per advisor16661130
Main custodianFidelityFidelityLPL Financial
Filing with the SEC since20222012 or earlier2022
Tools in their stack3–1
People on Advicer.bio235

From each firm's latest Form ADV (Apr 2026, Mar 2026, Jun 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 Institution Services, LLCCrossgate Wealth Advisors, LLCAlliance Financial
Custodial Platform
Wealthscape (Fidelity)Uses it––
Digital Marketing
Snappy Kraken––Uses it
Planning Light
AdvyzonUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Financial Institution Services, LLC: Fidelity · Crossgate Wealth Advisors, LLC: Fidelity · Alliance Financial: LPL Financial