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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+ Lri Investments $2.78B · Palm Beach Gardens, FL+ North Star Investment Management Corporation $2.5B · Chicago, IL+ Perennial Financial Services $2.5B · Los Angeles, CA
Fort Wayne, IN
San Rafael, CA
Overland Park,, KS
Assets under management$2.64B$2.78B$2.77B
Asset growth, last 2 years+51%+30%+44%
Advisory staff1457
Individual clients888213,537
Assets per client$3M$132.3M$783K
Clients per advisor634505
Main custodianFidelity–Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack22–
People on Advicer.bio15–6

From each firm's latest Form ADV (Mar 2026, May 2026, Aug 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 AdvisorsMariner
CRM
SS&C Black DiamondUses it––
Financial Planning
eMoneyUses it––
Performance Reporting
Addepar–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Phillips Financial: Fidelity · Ohana Advisors: none listed · Mariner: Fidelity