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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 Investment Advisors of Indianapolis Inc (swap one in):+ Coordinated Wealth Management, L.l.c. $113.9M · Hendersonville, TN+ Tollefson and Company Investment Management LLC $113.7M+ Clearview Financial $102.6M · Richmond, VA+ Servant Capital Advisors $102.3M · Fishers, IN
Indianapolis, IN
Fairlawn, OH
Assets under management$108.1M$113.6M$113.6M
Asset growth, last 2 years+186%+112%−14%
Advisory staff231
Individual clients6210318
Assets per client$1.7M$1.1M$6.3M
Clients per advisor313418
Main custodian––Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack–––
People on Advicer.bio261

From each firm's latest Form ADV (Mar 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

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

Custodians on Form ADV: Investment Advisors of Indianapolis Inc: none listed · Scofield & Company, LLC: none listed · Broadwealth LLC: Fidelity