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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 Operose Advisors LLC (swap one in):+ Sigma Investment Counselors $2.17B · Northville, MI+ Zuckerman Investment Group $2.17B · Chicago, IL+ Hcr Wealth Advisors $1.96B · Los Angeles, CA+ Landaas & Company $1.93B · Milwaukee, WI
Milwaukee, WI
Dublin, OH
Martinsville, NJ
Assets under management$2.06B$2.17B$2.18B
Asset growth, last 2 years+65%+107%+28%
Advisory staff111217
Individual clients430607869
Assets per client$4.8M$3.6M$2.5M
Clients per advisor395151
Main custodianSchwabSchwabSchwab
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack131
People on Advicer.bio141017

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

ToolOperose Advisors LLCPds Planning IncCondor Capital Wealth Management
CRM
Envestnet TamaracUses it–Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Operose Advisors LLC: Schwab · Pds Planning Inc: Schwab · Condor Capital Wealth Management: Schwab