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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):+ Leisure Capital Management, Inc. $874M · Costa Mesa, CA+ 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
Minneapolis, MN
Assets under management$830.2M$872.6M$874.7M
Asset growth, last 2 years+6%+37%+64%
Advisory staff942
Individual clients2,6002,8841,017
Assets per client$319K$303K$860K
Clients per advisor289721509
Main custodian–Raymond JamesFidelity
Filing with the SEC since2012 or earlier20222017
Tools in their stack11–
People on Advicer.bio955

From each firm's latest Form ADV (Oct 2026, Apr 2026, Aug 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 & AssociatesRunning Oak Capital LLC
CRM
Envestnet TamaracUses it––
Custodial Platform
Raymond James–Uses it–

Custodians on Form ADV: Strategic Investment Solutions, Inc.: none listed · Gearhart & Associates: Raymond James · Running Oak Capital LLC: Fidelity, Schwab