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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+ 7two $230.4M · Denver, CO+ Woodfield Financial Advisors, Inc. $230.1M · Deer Park, IL
Morton, IL
Riverwoods, IL
St. Charles, IL
Assets under management$242.8M$256.5M$230M
Asset growth, last 2 years+108%+25%+64%
Advisory staff545
Individual clients9361751,100
Assets per client$259K$1.5M$209K
Clients per advisor18744220
Main custodianSchwabSchwabSchwab
Filing with the SEC since20232012 or earlier2021
Tools in their stack3––
People on Advicer.bio545

From each firm's latest Form ADV (Aug 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

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 AdvisorsChicago Investment Advisory Council, Inc.
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: 210 Financial: Schwab, Alight Financial Solutions, LLC · Estate & Trust Advisors: Schwab · Chicago Investment Advisory Council, Inc.: Schwab