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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 Parvin Asset Management, LLC (swap one in):+ Barnes Dennig Private Wealth Management, LLC $188.2M · Cincinnati, OH+ Financial Consultants Group Inc $188.2M · Cumming, GA+ Oxford Capital Management $170M · Richm0nd, VA+ Larimer Capital Corporation $169.9M · Denver, CO
Sioux Falls, SD
Sioux Falls, SD
Assets under management$179M$188.7M$188M
Asset growth, last 2 years+38%+55%+38%
Advisory staff393
Individual clients941,84690
Assets per client$1.9M$102K$2.1M
Clients per advisor3120530
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120142021
Tools in their stack–––
People on Advicer.bio493

From each firm's latest Form ADV (Mar 2026, Oct 2026, Feb 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Parvin Asset Management, LLC: Schwab · Hahn Financial Group: Schwab · Finsym Partners, LLC: Schwab