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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):+ Brickley Wealth Management $950.1M · San Mateo, CA+ Smi Advisory Services, LLC $949M · Columbus, IN+ Delta Investment Management, LLC $856.7M · San Francisco, CA+ Leelyn Smith, LLC $852.3M · Geneva, IL
Chicago, IL
Chicago, IL
Chicago, IL
Assets under management$903M$971.4M$948.7M
Asset growth, last 2 years+26%+191%+0%
Advisory staff429
Individual clients329–130
Assets per client$2.7M–$7.3M
Clients per advisor82–14
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120232012 or earlier
Tools in their stack1–4
People on Advicer.bio4–9

From each firm's latest Form ADV (Oct 2026, Apr 2026, Sep 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 PartnersThe Mosaic Financial Group, LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Client File Sharing
Egnyte––Uses it
Digital Marketing
Snappy Kraken––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Studio Investment Management: Schwab · Intertide Partners: Schwab · The Mosaic Financial Group, LLC: Schwab