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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 210 Financial (swap one in):+ Pathwise $255M · Walnut Creek, CA+ Grant Private Wealth Management $255M · Pleasanton, CA+ Woodfield Financial Advisors, Inc. $230.1M · Deer Park, IL+ Chicago Investment Advisory Council, Inc. $230M · St. Charles, IL
Morton, IL
Riverwoods, IL
Denver, CO
Assets under management$242.8M$256.5M$230.4M
Asset growth, last 2 years+108%+25%–
Advisory staff545
Individual clients93617554
Assets per client$259K$1.5M$4.3M
Clients per advisor1874411
Main custodianSchwabSchwabSchwab
Filing with the SEC since20232012 or earlier2023
Tools in their stack3–2
People on Advicer.bio545

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

Tool210 FinancialEstate & Trust Advisors7two
Website Builders
Squarespace––Uses it
WebflowUses it––
Performance Reporting
Addepar––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: 210 Financial: Schwab, Alight Financial Solutions, LLC · Estate & Trust Advisors: Schwab · 7two: Schwab