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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 Incomar Investments, LLC (swap one in):+ Norwood Economics, Inc. $96.6M · Fishers, IN+ Xlm Capital Management $96.5M · Dexter, MI+ Timothy J. Ellis, Inc. $87.2M+ Lenity Financial, Inc. $87.2M · Geneva, IL
Sugar Land, TX
Grapevine, TX
Assets under management$91.9M$96.9M$96.7M
Asset growth, last 2 years+65%+0%+33%
Advisory staff232
Individual clients6223238
Assets per client$1.5M$418K$2.5M
Clients per advisor317719
Main custodian–Equity Trust CompanyFidelity
Filing with the SEC since2012 or earlier20232016
Tools in their stack–2–
People on Advicer.bio222

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

ToolIncomar Investments, LLCBox Financial Advisors, LLCCk Advisors, LLC
Portfolio Management
Orion–Uses it–
Schedule Apps
GReminders–Uses it–

Custodians on Form ADV: Incomar Investments, LLC: none listed · Box Financial Advisors, LLC: Equity Trust Company · Ck Advisors, LLC: Fidelity