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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 Phillips Financial (swap one in):+ Johnson Brunetti $2.78B · Wethersfield, CT+ 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
Palm Beach Gardens, FL
Assets under management$2.64B$2.78B$2.78B
Asset growth, last 2 years+51%+30%+198%
Advisory staff14531
Individual clients88821477
Assets per client$3M$132.3M$5.8M
Clients per advisor63415
Main custodianFidelity–Pershing
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack223
People on Advicer.bio15–25

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

ToolPhillips FinancialOhana AdvisorsLri Investments
CRM
SS&C Black DiamondUses it–Uses it
Financial Planning
eMoneyUses it–Uses it
Performance Reporting
Addepar–Uses it–
Portfolio Management
Envestnet––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Phillips Financial: Fidelity · Ohana Advisors: none listed · Lri Investments: Pershing