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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 Foster Victor (swap one in):+ Johnson Brunetti $2.78B · Wethersfield, CT+ Ohana Advisors $2.78B · San Rafael, CA+ Saratoga Research & Investment Management $2.51B · Saratoga, CA+ Main Street Financial Solutions, LLC $2.51B · Newtown, PA
Greenville, SC
Palm Beach Gardens, FL
Lancaster, PA
Assets under management$2.64B$2.78B$2.51B
Asset growth, last 2 years+56%+198%+40%
Advisory staff183123
Individual clients1,638477948
Assets per client$1.6M$5.8M$2.6M
Clients per advisor911541
Main custodianSchwabPershingSchwab
Filing with the SEC since201620232012 or earlier
Tools in their stack133
People on Advicer.bio202529

From each firm's latest Form ADV (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

1 tool 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.

ToolFoster VictorLri InvestmentsRkl Private Wealth
CRM
Envestnet Tamarac––Uses it
SS&C Black Diamond–Uses it–
Client File Sharing
Egnyte––Uses it
Financial Planning
eMoneyUses itUses itUses it
Portfolio Management
Envestnet–Uses it–

Custodians on Form ADV: Foster Victor: Schwab · Lri Investments: Pershing · Rkl Private Wealth: Schwab