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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+ Birchview Capital, LP $239.1M · Burlington, VT+ Brown Capital Management, LLC $216.1M · Little Rock, AR+ Prosperity Advisory Group LLC $216M · Victor, NY
Fairfield, NJ
Mount Pleasant, SC
Berwyn, PA
Assets under management$227.6M$239.1M$239.2M
Asset growth, last 2 years+62%+41%+121%
Advisory staff431
Individual clients216536262
Assets per client$1.1M$446K$913K
Clients per advisor54179262
Main custodianSchwabFidelityPershing
Filing with the SEC since20232012 or earlier2024
Tools in their stack221
People on Advicer.bio431

From each firm's latest Form ADV (Mar 2026, May 2026, Feb 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, LLCRolek Retirement Planning
CRM
Envestnet TamaracUses it––
SS&C Black Diamond–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Podell Financial Group LLC: Schwab, Advisors Trust · Saos Capital, LLC: Fidelity · Rolek Retirement Planning: Pershing