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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 Oncenter Financial Advisors LLC (swap one in):+ Centurion Counsel Inc $57.4M · San Diego, CA+ Comprehensive Investment Management, LLC $57.3M+ Weeks Financial Services, LLC $51.9M · Erdenheim, PA+ Main Street Management Company $51.8M · Aquebogue, NY
Beachwood, OH
Los Angeles, CA
Assets under management$54.6M$57.4M$51.8M
Asset growth, last 2 years–+39%–
Advisory staff112
Individual clients2810061
Assets per client$1.9M$574K$849K
Clients per advisor2810031
Main custodian–Interactive Brokers–
Filing with the SEC since202620212026
Tools in their stack2––
People on Advicer.bio112

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

ToolOncenter Financial Advisors LLCHayden CapitalTrillium Square Advisors LLC
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Oncenter Financial Advisors LLC: none listed · Hayden Capital: Interactive Brokers · Trillium Square Advisors LLC: none listed