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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 Fourthought Financial Partners, LLC. (swap one in):+ Provise Management Group, LLC $2.03B · Clearwater, FL+ Punch & Associates Investment Management, Inc. $2.03B · Edina, MN+ Berman Mcaleer $1.82B · Timonium, MD+ Slatestone Wealth LLC $1.76B · Jupiter, FL
Venice, FL
Clearwater, FL
Greenbrae, CA
Assets under management$1.93B$2.08B$2.03B
Asset growth, last 2 years+45%–+15%
Advisory staff20138
Individual clients970534241
Assets per client$2M$3.9M$8.4M
Clients per advisor494130
Main custodianFidelity–Schwab
Filing with the SEC since202220242012 or earlier
Tools in their stack2–2
People on Advicer.bio1134–

From each firm's latest Form ADV (Apr 2026, Oct 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.

ToolFourthought Financial Partners, LLC.Indivisible PartnersFairview Capital
CRM
Envestnet Tamarac––Uses it
SS&C Black DiamondUses it––
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Fourthought Financial Partners, LLC.: Fidelity · Indivisible Partners: none listed · Fairview Capital: Schwab, Northern Trust