Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Oneseven (swap one in):+ Chilton Investment Services, LLC $8.15B · Stamford, CT+ Marshfield Associates $8.12B · Washington, DC+ Turim 21 Investimentos Ltda $7.24B · Rio De Janeiro, Rj+ Truepoint, Inc. $6.39B · Cincinnati, OH
Beachwood, OH
Brooklyn, OH
Seattle, WA
Assets under management$7.72B$8.88B$7.28B
Asset growth, last 2 years+110%+112%+42%
Advisory staff9536026
Individual clients15,78734,5091,282
Assets per client$489K$257K$5.7M
Clients per advisor1669649
Main custodianSchwabPershingSchwab
Filing with the SEC since20162012 or earlier2021
Tools in their stack2–3
People on Advicer.bio12065028

From each firm's latest Form ADV (Oct 2026, Jun 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.

ToolOnesevenKey Investment Services LLCBadgley Phelps Wealth Managers
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Client File Sharing
ShareFile––Uses it
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Oneseven: Schwab, Nationwide Trust Company, Raymond James, Fidelity, Axos Clearing · Key Investment Services LLC: Pershing · Badgley Phelps Wealth Managers: Schwab