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 Orion Investment Co (swap one in):+ Affiliated Financial Advisors Inc $541.5M · Milwaukee, WI+ Gettings Busch Wealth Management $541.5M · Lafayette, IN+ Marquis Wealth Management Group $489.2M · Fort Myers, FL+ Iron Financial LLC $489.2M · Northbrook, IL
St Louis, MO
Saint Louis, MO
North Kansas City, MO
Assets under management$515.4M$545M$543.2M
Asset growth, last 2 years+11%+33%+30%
Advisory staff3810
Individual clients667505383
Assets per client$773K$1.1M$1.4M
Clients per advisor2226338
Main custodianRBCSchwabFidelity
Filing with the SEC since2012 or earlier20222018
Tools in their stack–13
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 FinancialProsperity Planning
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Orion Investment Co: RBC · 25 Financial: Schwab, Fidelity · Prosperity Planning: Fidelity