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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 Podell Financial Group LLC (swap one in):+ Driven Investments LLC $239.2M+ Rolek Retirement Planning $239.2M · Berwyn, PA+ Brown Capital Management, LLC $216.1M · Little Rock, AR+ Prosperity Advisory Group LLC $216M · Victor, NY
Fairfield, NJ
Mount Pleasant, SC
Burlington, VT
Assets under management$227.6M$239.1M$239.1M
Asset growth, last 2 years+62%+41%+27%
Advisory staff435
Individual clients216536–
Assets per client$1.1M$446K–
Clients per advisor54179–
Main custodianSchwabFidelityMorgan Stanley
Filing with the SEC since20232012 or earlier2014
Tools in their stack22–
People on Advicer.bio43–

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

ToolPodell Financial Group LLCSaos Capital, LLCBirchview Capital, LP
CRM
Envestnet TamaracUses it––
SS&C Black Diamond–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Podell Financial Group LLC: Schwab, Advisors Trust · Saos Capital, LLC: Fidelity · Birchview Capital, LP: Morgan Stanley