Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Phillips Financial (swap one in):+ Lri Investments $2.78B · Palm Beach Gardens, FL+ Mariner $2.77B · Overland Park,, KS+ North Star Investment Management Corporation $2.5B · Chicago, IL+ Perennial Financial Services $2.5B · Los Angeles, CA
Fort Wayne, IN
San Rafael, CA
Cornelius, NC
Assets under management$2.64B$2.78B$2.5B
Asset growth, last 2 years+51%+30%+118%
Advisory staff145130
Individual clients888218,466
Assets per client$3M$132.3M$295K
Clients per advisor63465
Main custodianFidelity–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack222
People on Advicer.bio15–158

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

ToolPhillips FinancialOhana AdvisorsAlphastar Capital Management
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––
Performance Reporting
Addepar–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Phillips Financial: Fidelity · Ohana Advisors: none listed · Alphastar Capital Management: Schwab