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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 Provider Financial, Inc. (swap one in):+ Optivest, Inc. $319.4M · San Juan Capistrano, CA+ Theory Financial $319.2M · Fort Collins, CO+ Greenhouse Wealth Management, LLC $288.6M · Westport, CT+ Teeple Snyder Newsome Wealth & Tax Management $287M · Brownsburg, IN
Indianapolis, IN
Fort Wayne, IN
Indianapolis, IN
Assets under management$304M$320.4M$287.9M
Asset growth, last 2 years+44%–+6%
Advisory staff2414
Individual clients505441476
Assets per client$602K$727K$605K
Clients per advisor25311034
Main custodianLPL Financial–Schwab
Filing with the SEC since201820242012 or earlier
Tools in their stack–11
People on Advicer.bio2514

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

ToolProvider Financial, Inc.Tradewell Tax & FinancialCapital Cities Investments
Custodial Platform
Charles Schwab–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Provider Financial, Inc.: LPL Financial · Tradewell Tax & Financial: none listed · Capital Cities Investments: Schwab