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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 Invested Advisors (swap one in):+ Caruso Mclean & Co., Inc. $281.8M · Utica, NY+ Banyan Capital Management, Inc. $281.7M · Atlanta, GA+ Ridge Creek Global, Inc. $254.8M+ Maguire Investments LLC $253.2M · King Of Prussia, PA
State College, PA
Coopersburg, PA
Wayne, PA
Assets under management$268.3M$282.8M$254M
Asset growth, last 2 years+41%+143%+72%
Advisory staff233
Individual clients266386159
Assets per client$1M$733K$1.6M
Clients per advisor13312953
Main custodianFidelityFidelityPershing
Filing with the SEC since202020242020
Tools in their stack––4
People on Advicer.bio374

From each firm's latest Form ADV (May 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.

ToolInvested AdvisorsOaktree Advisors LLCAddis & Hill, Incorporated
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Vanguard––Uses it
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: Invested Advisors: Fidelity · Oaktree Advisors LLC: Fidelity · Addis & Hill, Incorporated: Pershing