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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+ Fairview Capital $2.03B · Greenbrae, CA+ Berman Mcaleer $1.82B · Timonium, MD+ C2 Private Wealth $1.82B · Novi, MI
Venice, FL
Clearwater, FL
Jupiter, FL
Assets under management$1.93B$2.08B$1.76B
Asset growth, last 2 years+45%–+29%
Advisory staff201319
Individual clients970534558
Assets per client$2M$3.9M$3.2M
Clients per advisor494129
Main custodianFidelity–Schwab
Filing with the SEC since202220242017
Tools in their stack2–3
People on Advicer.bio113417

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

ToolFourthought Financial Partners, LLC.Indivisible PartnersSlatestone Wealth LLC
CRM
SS&C Black DiamondUses it–Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Fourthought Financial Partners, LLC.: Fidelity · Indivisible Partners: none listed · Slatestone Wealth LLC: Schwab, RBC