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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 Management & Planning LLC (swap one in):+ M Premier Partners $251M · Indian Wells, CA+ Seek First Inc. $251M · Campbell, CA+ Arrien Investments, Inc. $226.6M · Boise, ID+ Mindoro Capital Partners LLC $226.4M
Greenville, DE
Fort Worth, TX
Assets under management$238.8M$250.9M$250.8M
Asset growth, last 2 years+21%+23%+35%
Advisory staff322
Individual clients503103194
Assets per client$475K$2.4M$1.3M
Clients per advisor1685297
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since201620212017
Tools in their stack21–
People on Advicer.bio431

From each firm's latest Form ADV (Oct 2026, May 2026, 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.

ToolInvestment Management & Planning LLCBlodgett Wealth Advisors, LLCStyre Wealth
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Digital Marketing
Snappy KrakenUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Investment Management & Planning LLC: LPL Financial · Blodgett Wealth Advisors, LLC: Schwab · Styre Wealth: Schwab