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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 Schear Investment Advisers, LLC (swap one in):+ Compass Financial Advisors LLC $282.5M · Fort Wayne, IN+ Carter Financial, LLC $282.3M · La Jolla, CA+ Game Plan Financial Advisors, LLC $254.7M · Westlake, Oh, OH+ Integrated Wealth Management, Inc. $254.1M · Uniontown, OH
Cincinnati, OH
New York, NY
Kentfield, CA
Assets under management$268.8M$282.3M$282.5M
Asset growth, last 2 years+93%–+36%
Advisory staff362
Individual clients771974
Assets per client$3.5M$14.9M$3.8M
Clients per advisor26337
Main custodianSchwab–Schwab
Filing with the SEC since202220242012 or earlier
Tools in their stack–––
People on Advicer.bio35–

From each firm's latest Form ADV (May 2026, Jun 2026, Feb 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Schear Investment Advisers, LLC: Schwab · Beatrice Advisors LP: none listed · Hoertkorn Richard Charles: Schwab