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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 Owens Investment Advisors LLC (swap one in):+ Financial Pathway LLC $16.6M+ Roots First Wealth Management $16.6M · Highlands Ranch, CO+ Amauta Financial $15M+ Alliance Advisors Wealth Management LLC $15M · Novi, MI
Elkhart, IN
Assets under management$15.8M$16.6M$16.6M
Asset growth, last 2 years––+884%
Advisory staff111
Individual clients7059118
Assets per client$226K$281K$141K
Clients per advisor7059118
Main custodian––Drivewealth, LLC
Filing with the SEC since202620262019
Tools in their stack12–
People on Advicer.bio111

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

ToolOwens Investment Advisors LLCFortified WealthUrsa Financial, LLC
Portfolio Management
Blueleaf–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Owens Investment Advisors LLC: none listed · Fortified Wealth: none listed · Ursa Financial, LLC: Drivewealth, LLC