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RIA comparison · SEC Form ADV

Callan Family Office, LLC vs Foundations Investment Advisors LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Callan Family Office, LLC is the larger of the two, with $10B in regulatory assets to $10B at Foundations Investment Advisors LLC, 1% more than its rival, by their latest Form ADV filings. Foundations Investment Advisors LLC reports more individual clients (29,615 vs 170), while Callan Family Office, LLC’s clients hold more on average (about $42 million each against $340,000). Callan Family Office, LLC is based in Radnor, Pennsylvania and Foundations Investment Advisors LLC in Phoenix, Arizona.

FigureCallan Family Office, LLCFoundations Investment Advisors LLC
Regulatory AUM$10B$10B
National rank#96#97
HeadquartersRadnor, PennsylvaniaPhoenix, Arizona
Individual clients17029,615
High-net-worth clients1706,047
Average client assets$42 million$340,000
Accounts2,69763,604
Discretionary90% of AUM100% of AUM
Employees49353
Advisory staff15289
Clients per advisory employee11102
Offices1586
Form ADV filed2026-03-302026-09-23

Callan Family Office, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Foundations Investment Advisors LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Callan Family Office, LLC or Foundations Investment Advisors LLC?

Callan Family Office, LLC, with $10B in regulatory assets under management against $10B at Foundations Investment Advisors LLC. Nationally they rank #96 and #97 among 5,657 independent wealth management RIAs.

How many clients do Callan Family Office, LLC and Foundations Investment Advisors LLC have?

Callan Family Office, LLC reports 170 individual clients (170 high-net-worth) with 15 advisory employees; Foundations Investment Advisors LLC reports 29,615 (6,047 high-net-worth) with 289 advisory employees.

How do Callan Family Office, LLC and Foundations Investment Advisors LLC charge clients?

Only Foundations Investment Advisors LLC lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Callan Family Office, LLC and Foundations Investment Advisors LLC offer?

Callan Family Office, LLC lists portfolio management for businesses and institutions; other services, which Foundations Investment Advisors LLC does not. Foundations Investment Advisors LLC lists educational seminars and workshops, which Callan Family Office, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Callan Family Office, LLC ↗, Foundations Investment Advisors LLC ↗. How to check a financial advisor →