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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):+ Prasad Wealth Partners $572.1M · Independence, OH+ 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
Lake Forest, CA
Assets under management$544.5M$571.9M$515.8M
Asset growth, last 2 years+34%+144%+75%
Advisory staff7133
Individual clients562292670
Assets per client$969K$2M$770K
Clients per advisor8022223
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720192012 or earlier
Tools in their stack–23
People on Advicer.bio8143

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

ToolPenobscot Financial AdvisorsPainted Porch Advisors LLCPrudent Investors
CRM
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Client File Sharing
Egnyte–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Penobscot Financial Advisors: Schwab, TIAA-Cref Individual & Institutional Services, LLC, SEI · Painted Porch Advisors LLC: Schwab · Prudent Investors: Schwab, Fidelity