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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+ Rkl Private Wealth $2.51B · Lancaster, PA+ Main Street Financial Solutions, LLC $2.51B · Newtown, PA
Greenville, SC
Palm Beach Gardens, FL
Saratoga, CA
Assets under management$2.64B$2.78B$2.51B
Asset growth, last 2 years+56%+198%−8%
Advisory staff183112
Individual clients1,6384772,554
Assets per client$1.6M$5.8M$983K
Clients per advisor9115213
Main custodianSchwabPershingSchwab
Filing with the SEC since201620232012 or earlier
Tools in their stack131
People on Advicer.bio202515

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

ToolFoster VictorLri InvestmentsSaratoga Research & Investment Management
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoneyUses itUses it–
Portfolio Management
Envestnet–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Foster Victor: Schwab · Lri Investments: Pershing · Saratoga Research & Investment Management: Schwab, Fidelity