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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 Taylor Stephens, Inc. (swap one in):+ White, Dunkirk $ Price Investment Advisory Inc. $43.3M+ Booth Financial $43.3M · Birmingham, AL+ Entrust Parable Capital, LLC $39.1M+ Ams Capital Management LLC $39.1M · San Mateo, CA
Spokane, WA
Charleston, SC
Assets under management$41.2M$43.3M$43.3M
Asset growth, last 2 years−37%––
Advisory staff121
Individual clients657239
Assets per client$634K$601K$1.1M
Clients per advisor653639
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–32
People on Advicer.bio221

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

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.

ToolTaylor Stephens, Inc.Inland Financial PlanningCalidris Financial, LLC
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
AdvisorStream––Uses it
Financial Planning
eMoney–Uses itUses it
Planning Light
Advyzon–Uses it–