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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+ Amplius Wealth Advisors $1.74B · Blue Bell, PA+ Corient Shc Partners (US) LP $1.71B · Philadelphia, PA
King Of Prussia, PA
Milwaukee, WI
Venice, FL
Assets under management$1.83B$1.93B$1.93B
Asset growth, last 2 years+60%+27%+45%
Advisory staff372120
Individual clients2,6211,800970
Assets per client$700K$1.1M$2M
Clients per advisor718649
Main custodianLPL FinancialPershingFidelity
Filing with the SEC since20192012 or earlier2022
Tools in their stack1–2
People on Advicer.bio392011

From each firm's latest Form ADV (Oct 2026, Sep 2026, Apr 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 & CompanyFourthought Financial Partners, LLC.
CRM
SS&C Black Diamond––Uses it
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Independence Square Holdings, LLC: LPL Financial · Landaas & Company: Pershing · Fourthought Financial Partners, LLC.: Fidelity