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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 Independence Square Holdings, LLC (swap one in):+ Meyers Wealth Management, LLC $1.93B · Columbus, OH+ First Pacific Financial, Inc. $1.93B · Vancouver, WA+ Corient Shc Partners (US) LP $1.71B · Philadelphia, PA+ Petredis Investment Advisors $1.69B · Warrendale, PA
King Of Prussia, PA
Milwaukee, WI
Blue Bell, PA
Assets under management$1.83B$1.93B$1.74B
Asset growth, last 2 years+60%+27%+37%
Advisory staff372113
Individual clients2,6211,800775
Assets per client$700K$1.1M$2.2M
Clients per advisor718660
Main custodianLPL FinancialPershingFidelity
Filing with the SEC since20192012 or earlier2021
Tools in their stack1–6
People on Advicer.bio392011

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

ToolIndependence Square Holdings, LLCLandaas & CompanyAmplius Wealth Advisors
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)Uses it––
Wealthscape (Fidelity)––Uses it
CRM
HubSpot––Uses it
Digital Marketing
WealthReach––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Independence Square Holdings, LLC: LPL Financial · Landaas & Company: Pershing · Amplius Wealth Advisors: Fidelity