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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 Invariant Investment Management (swap one in):+ Cls Financial Advisors, Inc. $192M · Portland, OR+ Pettee Investors Inc $191.9M · Rowayton, CT+ Neuenschwander Asset Management, LLC $173.5M · Mcfarland, WI+ Yanni & Associates Investment Advisors, LLC $172.7M · Wexford, PA
Camp Hill, PA
Pittsburgh, PA
Atlanta, GA
Assets under management$182.7M$192.2M$192M
Asset growth, last 2 years+81%+28%−37%
Advisory staff623
Individual clients313130255
Assets per client$584K$1.5M$753K
Clients per advisor526585
Main custodianLPL FinancialFidelityRaymond James
Filing with the SEC since20172012 or earlier2018
Tools in their stack1–3
People on Advicer.bio623

From each firm's latest Form ADV (Jul 2026, Aug 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.

ToolInvariant Investment ManagementOak Tree Investment AdvisorsPierson Wealth Management
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Website Builders
WixUses it–Uses it

Custodians on Form ADV: Invariant Investment Management: LPL Financial, Ssg Capital Advisors, LLC · Oak Tree Investment Advisors: Fidelity · Pierson Wealth Management: Raymond James, Fidelity