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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 Omicron Advisors, LLC (swap one in):+ R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors $159.1M · Dewitt, NY+ Retirement Income Strategies, LLC $159M · Evansville, WI+ Todo Capital, LLC $143.6M+ Servant Financial, LTD. $143.6M
Lancaster, PA
Lancaster, PA
Lexington, KY
Assets under management$151.2M$159.3M$158.7M
Asset growth, last 2 years+42%+26%+56%
Advisory staff215
Individual clients7474208
Assets per client$2M$2.2M$763K
Clients per advisor377442
Main custodianSchwabFidelitySchwab
Filing with the SEC since20222012 or earlier2021
Tools in their stack–––
People on Advicer.bio213

From each firm's latest Form ADV (Mar 2026, Feb 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: Omicron Advisors, LLC: Schwab · Adare Asset Management, LLC: Fidelity, Security National Trust Company, Hbw, Inc., Codorus Valley Company · Invest Inc.: Schwab