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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):+ 25 Financial $545M · Saint Louis, MO+ Selby Wealth Management $544.8M · Emeryville, CA+ Fusion Capital, LLC $492.3M · Mt. Pleasant, SC+ Brick & Kyle Associates Inc $491.7M · Newtown, PA
Urbandale, IA
Ripon, CA
Portland, ME
Assets under management$518.4M$544.6M$544.5M
Asset growth, last 2 years+45%+65%+34%
Advisory staff3037
Individual clients1,445155562
Assets per client$359K$3.5M$969K
Clients per advisor485280
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720212017
Tools in their stack–4–
People on Advicer.bio3438

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

ToolIndependent Wealth Network, Inc.Sierra Ocean, LLCPenobscot Financial Advisors
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 · Penobscot Financial Advisors: Schwab, TIAA-Cref Individual & Institutional Services, LLC, SEI