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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 Wealth Network, Inc. (swap one in):+ Selby Wealth Management $544.8M · Emeryville, CA+ Penobscot Financial Advisors $544.5M · Portland, ME+ Brick & Kyle Associates Inc $491.7M · Newtown, PA+ Paces Ferry Wealth Advisors, LLC $491.2M · Atlanta, GA
Urbandale, IA
Ripon, CA
Mt. Pleasant, SC
Assets under management$518.4M$544.6M$492.3M
Asset growth, last 2 years+45%+65%+37%
Advisory staff3034
Individual clients1,445155700
Assets per client$359K$3.5M$703K
Clients per advisor4852175
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720212012 or earlier
Tools in their stack–41
People on Advicer.bio3434

From each firm's latest Form ADV (Oct 2026, Mar 2026, Sep 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 Wealth Network, Inc.Sierra Ocean, LLCFusion Capital, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
AdvisorStream–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Independent Wealth Network, Inc.: Schwab · Sierra Ocean, LLC: Schwab · Fusion Capital, LLC: Schwab