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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 Zemenick & Walker Inc (swap one in):+ Lri Investments $2.78B · Palm Beach Gardens, FL+ Mariner $2.77B · Overland Park,, KS+ Perennial Financial Services $2.5B · Los Angeles, CA+ Bankers Life Advisory Services, Inc. $2.49B · Chicago, IL
St Louis, MO
San Rafael, CA
Cornelius, NC
Assets under management$2.63B$2.78B$2.5B
Asset growth, last 2 years+34%+30%+118%
Advisory staff85130
Individual clients264218,466
Assets per client$10M$132.3M$295K
Clients per advisor33465
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack122
People on Advicer.bio8–158

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

ToolZemenick & Walker IncOhana AdvisorsAlphastar Capital Management
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles Schwab––Uses it
Performance Reporting
Addepar–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Zemenick & Walker Inc: Schwab · Ohana Advisors: none listed · Alphastar Capital Management: Schwab