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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 Osbon Capital Management, LLC (swap one in):+ Polaris Investment Advisors, LLC $217.1M · Framingham, MA+ Etre LLC $216.8M · Cambridge, MA+ Cambridge Cape Cod Advisors, LLC $194.8M · Sandwich, MA+ Innovative Advisory Group $194M · Lexington, MA
Boston, MA
Falmouth, MA
Irvine, CA
Assets under management$205.3M$216.9M$215.6M
Asset growth, last 2 years+43%+13%+46%
Advisory staff232
Individual clients5552089
Assets per client$3.7M$417K$2.4M
Clients per advisor2817345
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier20172022
Tools in their stack–23
People on Advicer.bio232

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

ToolOsbon Capital Management, LLCCutter Financial Group LLCMarrick Wealth
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses itUses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Osbon Capital Management, LLC: Fidelity · Cutter Financial Group LLC: Fidelity · Marrick Wealth: Schwab