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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):+ American Capital Advisory, LLC $334.4M · Ketchum, ID+ Oceaniq Capital, LLC $334.2M · Palo Alto, CA+ Fai Advisors, Inc. $302M · Farmington Hills, MI+ Core Financial $301.7M · El Segundo, CA
Salt Lake City, UT
Assets under management$318.2M$334.4M$334.4M
Asset growth, last 2 years+19%–+25%
Advisory staff813
Individual clients22021772
Assets per client$1.4M$1.5M$4.6M
Clients per advisor2821724
Main custodianSchwab––
Filing with the SEC since202020242012 or earlier
Tools in their stack–1–
People on Advicer.bio312

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.Slayton Lewis Inc
Website Builders
Wix–Uses it–

Custodians on Form ADV: Impact Investors: Schwab · Hewell Financial Group, Inc.: none listed · Slayton Lewis Inc: none listed