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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 Studio Investment Management (swap one in):+ Smi Advisory Services, LLC $949M · Columbus, IN+ The Mosaic Financial Group, LLC $948.7M · Chicago, IL+ Blume Capital Management, Inc. $856.6M · Berkeley, CA+ Leelyn Smith, LLC $852.3M · Geneva, IL
Chicago, IL
Chicago, IL
San Francisco, CA
Assets under management$903M$971.4M$856.7M
Asset growth, last 2 years+26%+191%+36%
Advisory staff4225
Individual clients329–1,099
Assets per client$2.7M–$780K
Clients per advisor82–44
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120232018
Tools in their stack1––
People on Advicer.bio4–26

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.

ToolStudio Investment ManagementIntertide PartnersDelta Investment Management, LLC
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Studio Investment Management: Schwab · Intertide Partners: Schwab · Delta Investment Management, LLC: Schwab