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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 Orion Investment Co (swap one in):+ Prosperity Planning $543.2M · North Kansas City, MO+ Affiliated Financial Advisors Inc $541.5M · Milwaukee, WI+ Marquis Wealth Management Group $489.2M · Fort Myers, FL+ Iron Financial LLC $489.2M · Northbrook, IL
St Louis, MO
Saint Louis, MO
Lafayette, IN
Assets under management$515.4M$545M$541.5M
Asset growth, last 2 years+11%+33%+44%
Advisory staff388
Individual clients667505877
Assets per client$773K$1.1M$617K
Clients per advisor22263110
Main custodianRBCSchwabSchwab
Filing with the SEC since2012 or earlier20222019
Tools in their stack–14
People on Advicer.bio4911

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

ToolOrion Investment Co25 FinancialGettings Busch Wealth Management
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Orion Investment Co: RBC · 25 Financial: Schwab, Fidelity · Gettings Busch Wealth Management: Schwab