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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 Oneseven (swap one in):+ Chilton Investment Services, LLC $8.15B · Stamford, CT+ Marshfield Associates $8.12B · Washington, DC+ Badgley Phelps Wealth Managers $7.28B · Seattle, WA+ Turim 21 Investimentos Ltda $7.24B · Rio De Janeiro, Rj
Beachwood, OH
Brooklyn, OH
Cincinnati, OH
Assets under management$7.72B$8.88B$6.39B
Asset growth, last 2 years+110%+112%+30%
Advisory staff9536037
Individual clients15,78734,5091,867
Assets per client$489K$257K$3.4M
Clients per advisor1669650
Main custodianSchwabPershingFidelity
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack2–2
People on Advicer.bio12065040

From each firm's latest Form ADV (Oct 2026, Jun 2026, Aug 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 LLCTruepoint, Inc.
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Oneseven: Schwab, Nationwide Trust Company, Raymond James, Fidelity, Axos Clearing · Key Investment Services LLC: Pershing · Truepoint, Inc.: Fidelity