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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):+ 103 Advisory Group $257.2M · Chicago, IL+ 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
Walnut Creek, CA
Assets under management$242.8M$256.5M$255M
Asset growth, last 2 years+108%+25%+104%
Advisory staff542
Individual clients936175141
Assets per client$259K$1.5M$1.8M
Clients per advisor1874471
Main custodianSchwabSchwabSchwab
Filing with the SEC since20232012 or earlier2021
Tools in their stack3–4
People on Advicer.bio542

From each firm's latest Form ADV (Aug 2026, Mar 2026, Feb 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 AdvisorsPathwise
Client File Sharing
Box––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it–Uses it
Website Builders
WebflowUses it––

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