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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 Interwise (swap one in):+ Reed Financial Services, Inc. $388.6M · Cleveland, OH+ Pathways Advisory Group, Inc. $388.5M · Fresno, CA+ Foresight Capital Management Advisors, Inc. $351.1M · Saline, MI+ Sitrin Capital Management, LLC $351.1M · Century City, CA
Holladay, UT
Feasterville, PA
San Diego, CA
Assets under management$369.7M$388.5M$351.2M
Asset growth, last 2 years+61%+83%+22%
Advisory staff534
Individual clients307356175
Assets per client$1.2M$1.1M$2M
Clients per advisor6111944
Main custodianSchwabSchwab–
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack212
People on Advicer.bio523

From each firm's latest Form ADV (Mar 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.

ToolInterwiseCostello Asset Management, Inc.Dean Roland Russell, LLC
Website Builders
SquarespaceUses it––
Wix–Uses it–
CRM
Envestnet Tamarac––Uses it
Email & Office Suites
Microsoft 365Uses it––
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Interwise: Schwab · Costello Asset Management, Inc.: Schwab · Dean Roland Russell, LLC: none listed