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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 Strategic Investment Solutions, Inc. (swap one in):+ Running Oak Capital LLC $874.7M · Minneapolis, MN+ Leisure Capital Management, Inc. $874M · Costa Mesa, CA+ Factor Wealth Management $781M · Chicago, IL+ New Vernon Wealth Management LLC $781M · Highland Park, IL
Orland Park, IL
Cincinnati, OH
Wilmington, DE
Assets under management$830.2M$872.6M$872.5M
Asset growth, last 2 years+6%+37%+25%
Advisory staff9411
Individual clients2,6002,884639
Assets per client$319K$303K$1.4M
Clients per advisor28972158
Main custodian–Raymond JamesSchwab
Filing with the SEC since2012 or earlier20222017
Tools in their stack113
People on Advicer.bio957

From each firm's latest Form ADV (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.

ToolStrategic Investment Solutions, Inc.Gearhart & AssociatesAffinity Wealth Management LLC
CRM
Envestnet TamaracUses it––
Custodial Platform
Raymond James–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Strategic Investment Solutions, Inc.: none listed · Gearhart & Associates: Raymond James · Affinity Wealth Management LLC: Schwab