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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 Penobscot Financial Advisors (swap one in):+ North Shore Private Asset Management, LLC $572.6M · Lake Forest, IL+ Prasad Wealth Partners $572.1M · Independence, OH+ Sowa Financial Group $517M · Lincoln, RI+ Medallion Wealth Advisors, LLC $516.9M · Farmington, CT
Portland, ME
Santa Barbara, CA
Nesconset, NY
Assets under management$544.5M$571.9M$571.9M
Asset growth, last 2 years+34%+144%+20%
Advisory staff7132
Individual clients56229296
Assets per client$969K$2M$6M
Clients per advisor802248
Main custodianSchwabSchwabPershing
Filing with the SEC since201720192012 or earlier
Tools in their stack–2–
People on Advicer.bio8142

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

ToolPenobscot Financial AdvisorsPainted Porch Advisors LLCIndependent Investors Inc
Client File Sharing
Egnyte–Uses it–
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: Penobscot Financial Advisors: Schwab, TIAA-Cref Individual & Institutional Services, LLC, SEI · Painted Porch Advisors LLC: Schwab · Independent Investors Inc: Pershing, Fnz Trust Company