Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Intentional Retirement, LLC (swap one in):+ Outfitter Financial $157.7M · Brunswick, ME+ Copia Wealth Management $157.5M · Bend, OR+ Castleton Partners, LLC $142.4M+ Allstate Financial Advisors, LLC $142.4M · Lincoln, NE
Omaha, NE
Beatrice, NE
Lubbock, TX
Assets under management$150M$158M$142.4M
Asset growth, last 2 years+36%–+30%
Advisory staff122
Individual clients288262192
Assets per client$521K$603K$742K
Clients per advisor28813196
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420242024
Tools in their stack–––
People on Advicer.bio112

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Intentional Retirement, LLC: Schwab · Garnett Investment Strategies: Schwab · The Advisors Group: Schwab