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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 S.p. Parkin & Co (swap one in):+ Ryan Poage & Co. $114.2M · Kansas City, MO+ Veltria Advisors Corp. $113.2M · Miami, FL+ Omega Wealth Private Capital LLC $102.3M · Cincinnati, OH+ Drew Wealth Management $102.3M · Portsmouth, NH
Chesterfield, MO
St. Louis, MO
Fishers, IN
Assets under management$107.7M$115M$102.3M
Asset growth, last 2 years–−6%–
Advisory staff131
Individual clients757945
Assets per client$1.4M$1.5M$2.3M
Clients per advisor752645
Main custodian–Schwab–
Filing with the SEC since202620212026
Tools in their stack221
People on Advicer.bio131

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

ToolS.p. Parkin & CoFortify Wealth, Inc.Servant Capital Advisors
Client File Sharing
Egnyte–Uses it–
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
Orion–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: S.p. Parkin & Co: none listed · Fortify Wealth, Inc.: Schwab · Servant Capital Advisors: none listed