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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 Fiorile & Associates, LLC (swap one in):+ Provident Wealth Management Inc $25.7M · Erie, PA+ Fee-Only Financial Advisors, LLC $25.7M+ Lakeland Investment Advisors, LLC. $23.3M+ Marcellus Capital Management, LLC $23.1M · Skaneateles, NY
Saranac Lake, NY
Assets under management$24.5M$25.7M$25.7M
Asset growth, last 2 years–––
Advisory staff111
Individual clients526822
Assets per client$471K$378K$1.2M
Clients per advisor526822
Main custodianSchwab––
Filing with the SEC since202320262026
Tools in their stack–––
People on Advicer.bio211

From each firm's latest Form ADV (Feb 2025, Jan 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Fiorile & Associates, LLC: Schwab · Pacific Investment Advisors, LLC: none listed · Hark Financial Planning: none listed