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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 Isc Financial Advisors (swap one in):+ Penobscot Investment Management Company, Inc. $1.64B · Boston, MA+ Provenio Capital $1.63B · Newport Beach, CA+ Eclectic Associates, Inc. $1.47B · Fullerton, CA+ Redhawk Wealth Advisors, Inc. $1.46B · Minneapolis, MN
Albert Lea, MN
Oklahoma City, OK
Lancaster, PA
Assets under management$1.55B$1.63B$1.63B
Asset growth, last 2 years+55%+8%+22%
Advisory staff10610
Individual clients1,2625,437994
Assets per client$1.2M$300K$1.6M
Clients per advisor12690699
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio14612

From each firm's latest Form ADV (Feb 2026, Apr 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.

ToolIsc Financial AdvisorsTom Johnson Investment Management, LLCRodgers & Associates
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Performance Reporting
AssetBook––Uses it

Custodians on Form ADV: Isc Financial Advisors: Schwab · Tom Johnson Investment Management, LLC: Fidelity, Schwab, Pershing · Rodgers & Associates: Schwab, Fidelity