Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Capital Cities Investments $287.9M · Indianapolis, IN+ Teeple Snyder Newsome Wealth & Tax Management $287M · Brownsburg, IN
Indianapolis, IN
Fort Wayne, IN
Westport, CT
Assets under management$304M$320.4M$288.6M
Asset growth, last 2 years+44%–+31%
Advisory staff241
Individual clients50544171
Assets per client$602K$727K$4.1M
Clients per advisor25311071
Main custodianLPL Financial–Schwab
Filing with the SEC since201820242019
Tools in their stack–11
People on Advicer.bio251

From each firm's latest Form ADV (Feb 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.

ToolProvider Financial, Inc.Tradewell Tax & FinancialGreenhouse Wealth Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Provider Financial, Inc.: LPL Financial · Tradewell Tax & Financial: none listed · Greenhouse Wealth Management, LLC: Schwab