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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+ Affinity Wealth Management LLC $872.5M · Wilmington, DE+ Factor Wealth Management $781M · Chicago, IL+ New Vernon Wealth Management LLC $781M · Highland Park, IL
Orland Park, IL
Cincinnati, OH
Costa Mesa, CA
Assets under management$830.2M$872.6M$874M
Asset growth, last 2 years+6%+37%+24%
Advisory staff945
Individual clients2,6002,884339
Assets per client$319K$303K$2.6M
Clients per advisor28972168
Main custodian–Raymond JamesSchwab
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack112
People on Advicer.bio955

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 & AssociatesLeisure Capital Management, Inc.
Custodial Platform
Charles Schwab––Uses it
Raymond James–Uses it–
CRM
Envestnet TamaracUses it–Uses it

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