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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 Osaic Institutions, Inc. (swap one in):+ Prowell Financial Management, LLC $6.86B · Exton, PA+ Provident Trust Company $6.86B · Waukesha, WI+ Spc $6.1B · Ann Arbor, MI+ Kcm Investment Advisors $6.02B · Greenbrae, CA
Meriden, CT
Minneapolis, MN
Minneapolis, MN
Assets under management$6.49B$6.84B$6.82B
Asset growth, last 2 years+79%+11%+27%
Advisory staff478119114
Individual clients15,79814,61113,560
Assets per client$411K$468K$503K
Clients per advisor33123119
Main custodianPershingFidelitySchwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack––1
People on Advicer.bio549118121

From each firm's latest Form ADV (Oct 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.

ToolOsaic Institutions, Inc.Thrivent Advisor Network, LLCFocus Financial
CRM
HubSpot––Uses it

Custodians on Form ADV: Osaic Institutions, Inc.: Pershing · Thrivent Advisor Network, LLC: Fidelity, Schwab · Focus Financial: Schwab, Pershing