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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):+ Cascade Wealth Advisors, Inc $228.1M · Wenatchee, WA+ Beacon Financial Advisors $228M · Rye Brook, NY+ Adc Wealth Management, LLC $206.1M · Massapequa, NY+ Osbon Capital Management, LLC $205.3M · Boston, MA
Framingham, MA
Great Barrington, MA
Assets under management$217.1M$229.7M$206.1M
Asset growth, last 2 years+39%–+22%
Advisory staff252
Individual clients138209122
Assets per client$1.6M$1.1M$1.7M
Clients per advisor694261
Main custodianFidelityFidelitySchwab
Filing with the SEC since202220242012 or earlier
Tools in their stack22–
People on Advicer.bio252

From each firm's latest Form ADV (Jan 2026, Jul 2026, Apr 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 WealthHfh Planning Inc.
Custodial Platform
Wealthscape (Fidelity)Uses it––
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Polaris Investment Advisors, LLC: Fidelity · Tableaux Wealth: Fidelity · Hfh Planning Inc.: Schwab, TIAA-Cref Individual & Institutional Services, LLC