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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 Polaris Investment Advisors, LLC (swap one in):+ Wealth Forward, LLC $228.1M · Fargo, ND+ Cascade Wealth Advisors, Inc $228.1M · Wenatchee, WA+ Adc Wealth Management, LLC $206.1M · Massapequa, NY+ Osbon Capital Management, LLC $205.3M · Boston, MA
Framingham, MA
Great Barrington, MA
Rye Brook, NY
Assets under management$217.1M$229.7M$228M
Asset growth, last 2 years+39%–+26%
Advisory staff253
Individual clients13820947
Assets per client$1.6M$1.1M$4.9M
Clients per advisor694216
Main custodianFidelityFidelitySchwab
Filing with the SEC since202220242013
Tools in their stack221
People on Advicer.bio253

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

ToolPolaris Investment Advisors, LLCTableaux WealthBeacon Financial Advisors
Custodial Platform
Wealthscape (Fidelity)Uses it––
Portfolio Management
OrionUses it–Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Polaris Investment Advisors, LLC: Fidelity · Tableaux Wealth: Fidelity · Beacon Financial Advisors: Schwab