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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 Independent Investors Inc (swap one in):+ Modus Advisors, LLC $601.1M · Excelsior, MN+ Olio Financial Planning $600.5M · Mclean, VA+ Fountainhead Financial, LLC $543.2M · Chicago, IL+ Herold Advisors, Inc. $540.2M · New York, NY
Nesconset, NY
San Juan, PR
North Kansas City, MO
Assets under management$571.9M$600.9M$543.2M
Asset growth, last 2 years+20%+40%+30%
Advisory staff2710
Individual clients96254383
Assets per client$6M$2.4M$1.4M
Clients per advisor483638
Main custodianPershingSchwabFidelity
Filing with the SEC since2012 or earlier20182018
Tools in their stack–43
People on Advicer.bio2711

From each firm's latest Form ADV (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.

ToolIndependent Investors IncAton Financial LLCProsperity Planning
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
Financial Planning
eMoney––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Independent Investors Inc: Pershing, Fnz Trust Company · Aton Financial LLC: Schwab, Goldman Sachs · Prosperity Planning: Fidelity