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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 Tandem Investment Advisors Inc (swap one in):+ Mozaic, LLC $3.64B · Beverly Hills, CA+ Provenance Wealth Advisors $3.63B · Fort Lauderdale, FL+ Northeast Investment Management Inc $3.27B · Boston, MA+ Monograph Wealth Advisors, LLC $3.25B · Manhattan Beach, CA
Charleston, SC
Charleston, SC
Phoenix, AZ
Assets under management$3.45B$4.02B$3.26B
Asset growth, last 2 years+7%−10%+78%
Advisory staff4686
Individual clients10,230397,527
Assets per client$337K$103M$433K
Clients per advisor2,558788
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack–1–
People on Advicer.bio12483

From each firm's latest Form ADV (Sep 2026, Mar 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.

ToolTandem Investment Advisors IncPermcap Investment OfficePfg Advisors
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Tandem Investment Advisors Inc: Raymond James, Truist Investment Services, Inc. · Permcap Investment Office: Schwab, Pershing · Pfg Advisors: Schwab, Pershing