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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):+ Retirement Income Strategies, LLC $159M · Evansville, WI+ Invest Inc. $158.7M · Lexington, KY+ Todo Capital, LLC $143.6M+ White Oak Financial Management, Inc $143.5M · Asheville, NC
Lancaster, PA
Lancaster, PA
Assets under management$151.2M$159.3M$143.6M
Asset growth, last 2 years+42%+26%+23%
Advisory staff211
Individual clients747440
Assets per client$2M$2.2M$3.6M
Clients per advisor377440
Main custodianSchwabFidelityFidelity
Filing with the SEC since20222012 or earlier2024
Tools in their stack––2
People on Advicer.bio212

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

ToolOmicron Advisors, LLCAdare Asset Management, LLCServant Financial, LTD.
Advisor Data Warehousing
BridgeFT––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Omicron Advisors, LLC: Schwab · Adare Asset Management, LLC: Fidelity, Security National Trust Company, Hbw, Inc., Codorus Valley Company · Servant Financial, LTD.: Fidelity