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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+ Servant Financial, LTD. $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%+20%
Advisory staff211
Individual clients747430
Assets per client$2M$2.2M$4.8M
Clients per advisor377430
Main custodianSchwabFidelityBanco Santander Intl
Filing with the SEC since20222012 or earlier2013
Tools in their stack–––
People on Advicer.bio211

From each firm's latest Form ADV (Mar 2026, Feb 2026, May 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 · Todo Capital, LLC: Banco Santander Intl, Credit Suisse, Bankinter