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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+ Independent Investors Inc $571.9M · Nesconset, NY+ Sowa Financial Group $517M · Lincoln, RI+ Medallion Wealth Advisors, LLC $516.9M · Farmington, CT
Portland, ME
Santa Barbara, CA
Independence, OH
Assets under management$544.5M$571.9M$572.1M
Asset growth, last 2 years+34%+144%–
Advisory staff7135
Individual clients562292724
Assets per client$969K$2M$790K
Clients per advisor8022145
Main custodianSchwabSchwabFidelity
Filing with the SEC since201720192024
Tools in their stack–2–
People on Advicer.bio81411

From each firm's latest Form ADV (Apr 2026, Mar 2026, Jul 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 LLCPrasad Wealth Partners
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 · Prasad Wealth Partners: Fidelity