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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 Petredis Investment Advisors (swap one in):+ Mitchell Sinkler & Starr $1.79B · Philadelphia, PA+ Linden Thomas Advisory Services, LLC $1.77B · Charlotte, NC+ Compass Ion Advisors, LLC $1.59B · Conshohocken, PA+ Thrive Wealth Management, LLC $1.58B · Audubon, PA
Warrendale, PA
King Of Prussia, PA
Bellevue, WA
Assets under management$1.69B$1.83B$1.78B
Asset growth, last 2 years+91%+60%+40%
Advisory staff6378
Individual clients5302,621724
Assets per client$3.2M$700K$2.5M
Clients per advisor887191
Main custodianWells FargoLPL FinancialSchwab
Filing with the SEC since202220192012 or earlier
Tools in their stack–1–
People on Advicer.bio7398

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

ToolPetredis Investment AdvisorsIndependence Square Holdings, LLCAuxano Advisors
Custodial Platform
LPL Financial (ClientWorks)–Uses it–

Custodians on Form ADV: Petredis Investment Advisors: Wells Fargo · Independence Square Holdings, LLC: LPL Financial · Auxano Advisors: Schwab