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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 Inspired Financial Planners (swap one in):+ P.f. Roberts & Associates $81.4M+ Obermaier Management LLC $81.4M+ Coy Capital Management $73.6M · Monroeville, PA+ Acrylic Financial, Inc. $73.5M · Fountain Hills, AZ
Ridgeland, MS
Overland Park, KS
Assets under management$77.5M$81.4M$73.6M
Asset growth, last 2 years––+44%
Advisory staff239
Individual clients3235382
Assets per client$2.4M$2.3M$193K
Clients per advisor161242
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack11–
People on Advicer.bio239

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

ToolInspired Financial PlannersGuaranty Private WealthAllos Investment Advisors, LLC
CRM
SS&C Black Diamond–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Inspired Financial Planners: none listed · Guaranty Private Wealth: none listed · Allos Investment Advisors, LLC: Schwab