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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+ Alphastar Capital Management $2.5B · Cornelius, NC+ Bankers Life Advisory Services, Inc. $2.49B · Chicago, IL
St Louis, MO
San Rafael, CA
Los Angeles, CA
Assets under management$2.63B$2.78B$2.5B
Asset growth, last 2 years+34%+30%+68%
Advisory staff8539
Individual clients264213,069
Assets per client$10M$132.3M$814K
Clients per advisor33479
Main custodianSchwab–LPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack12–
People on Advicer.bio8–49

From each firm's latest Form ADV (Mar 2026, May 2026, Aug 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 AdvisorsPerennial Financial Services
CRM
Envestnet TamaracUses it––
Performance Reporting
Addepar–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Zemenick & Walker Inc: Schwab · Ohana Advisors: none listed · Perennial Financial Services: LPL Financial, Fidelity