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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):+ Lri Investments $2.78B · Palm Beach Gardens, FL+ Mariner $2.77B · Overland Park,, KS+ North Star Investment Management Corporation $2.5B · Chicago, IL+ Alphastar Capital Management $2.5B · Cornelius, NC
Fort Wayne, IN
San Rafael, CA
Los Angeles, CA
Assets under management$2.64B$2.78B$2.5B
Asset growth, last 2 years+51%+30%+68%
Advisory staff14539
Individual clients888213,069
Assets per client$3M$132.3M$814K
Clients per advisor63479
Main custodianFidelity–LPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack22–
People on Advicer.bio15–49

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 AdvisorsPerennial Financial Services
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 · Perennial Financial Services: LPL Financial, Fidelity