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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 Penfield Investments LLC (swap one in):+ Cornerstone Asset Management, LLC $5.1M+ 1035 Capital Management LLC $5.1M+ Robert W. Colby Asset Management, Inc. $4.6M · New York, NY+ Two Pillars Asset Management $4.6M · Frisco, TX
Des Moines, IA
Assets under management$4.9M$5.1M$4.6M
Asset growth, last 2 years–––
Advisory staff111
Individual clients55157
Assets per client$89K$342K$660K
Clients per advisor55157
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack122
People on Advicer.bio111

From each firm's latest Form ADV (Feb 2026, Apr 2026, 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.

ToolPenfield Investments LLCEisrcKoios Private Family Offices, LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab––Uses it
Interactive Brokers–Uses it–
Website Builders
SquarespaceUses it––
Webflow––Uses it