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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
Ontario, CA
Assets under management$2.06B$2.17B$1.96B
Asset growth, last 2 years+65%+107%+91%
Advisory staff111222
Individual clients4306071,581
Assets per client$4.8M$3.6M$1.2M
Clients per advisor395172
Main custodianSchwabSchwabFidelity
Filing with the SEC since20202012 or earlier2018
Tools in their stack138
People on Advicer.bio141024

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

ToolOperose Advisors LLCPds Planning IncFalcon Wealth Planning, LLC
Custodial Platform
Charles Schwab–Uses itUses it
Betterment Advisor Solutions––Uses it
Wealthscape (Fidelity)––Uses it
CRM
Envestnet TamaracUses it––
HubSpot––Uses it
Client Data Gathering
Jotform––Uses it
Financial Planning
eMoney–Uses itUses it
Portfolio Management
Orion–Uses itUses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Operose Advisors LLC: Schwab · Pds Planning Inc: Schwab · Falcon Wealth Planning, LLC: Fidelity, Schwab