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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 Great River Financial (swap one in):+ Coastwise Capital Group, LLC $212.2M · La Jolla, CA+ Altius Financial, Inc. $212.2M · Denver, CO+ First American Asset Advisory, LLC $191.8M · Garden City, NY+ Five Pine Wealth $191.8M · Coeur D'alene, ID
Plymouth, MN
Salem, OR
Assets under management$201.9M$212.1M$212M
Asset growth, last 2 years+42%+13%+52%
Advisory staff324
Individual clients136141122
Assets per client$1.5M$1.5M$1.7M
Clients per advisor457131
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120182012 or earlier
Tools in their stack5–6
People on Advicer.bio332

From each firm's latest Form ADV (Sep 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.

ToolGreat River FinancialPatrick Mauro Investment Advisor, Inc.Jh Advisors
Schedule Apps
CalendlyUses it–Uses it
OnceHub––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Digital Marketing
MailchimpUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
OrionUses it–Uses it
Tax Planning
ProConnect––Uses it
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Great River Financial: Schwab · Patrick Mauro Investment Advisor, Inc.: Schwab, Morgan Stanley · Jh Advisors: Schwab