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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 Impact Investors (swap one in):+ Slayton Lewis Inc $334.4M · Salt Lake City, UT+ Oceaniq Capital, LLC $334.2M · Palo Alto, CA+ Fai Advisors, Inc. $302M · Farmington Hills, MI+ Core Financial $301.7M · El Segundo, CA
Ketchum, ID
Assets under management$318.2M$334.4M$334.4M
Asset growth, last 2 years+19%–+84%
Advisory staff817
Individual clients220217367
Assets per client$1.4M$1.5M$911K
Clients per advisor2821752
Main custodianSchwab–Schwab
Filing with the SEC since202020242018
Tools in their stack–12
People on Advicer.bio317

From each firm's latest Form ADV (Aug 2026, May 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.

ToolImpact InvestorsHewell Financial Group, Inc.American Capital Advisory, LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: Impact Investors: Schwab · Hewell Financial Group, Inc.: none listed · American Capital Advisory, LLC: Schwab