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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 Parish & Company LLC (swap one in):+ Mellig Group, LLC $109.9M · The Woodlands, TX+ Gilbert Financial, LLC $109.8M · Honeoye Falls, NY+ Great Oak Wealth Management, Inc $99.3M+ Gaskin Wealth Management $99.3M · Moraga, CA
Lake Oswego, OR
Portland, OR
Portland, OR
Assets under management$104.5M$110.5M$110M
Asset growth, last 2 years+36%–+76%
Advisory staff122
Individual clients4672356
Assets per client$2.3M$1.5M$309K
Clients per advisor4636178
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20242018
Tools in their stack––1
People on Advicer.bio124

From each firm's latest Form ADV (Mar 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.

ToolParish & Company LLCCompass Investment Advisers, LLCTenbridge Partners LLC
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Parish & Company LLC: none listed · Compass Investment Advisers, LLC: Schwab · Tenbridge Partners LLC: Schwab