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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 Aaron Wealth Advisors (swap one in):+ Chicago Capital, LLC $4.82B · Chicago, IL+ Spire Wealth Management, LLC $4.51B · Mclean, VA+ Thoroughbred Financial Services, LLC $4.04B · Brentwood, TN+ Cardinal Capital Management, Inc. $4.02B · Winnipeg
Chicago, IL
Chicago, IL
Downers Grove, IL
Assets under management$4.29B$4.79B$4.78B
Asset growth, last 2 years+120%+29%+59%
Advisory staff916102
Individual clients1272639,160
Assets per client$33.8M$18.2M$522K
Clients per advisor141690
Main custodianSchwab–LPL Financial
Filing with the SEC since201820142021
Tools in their stack–––
People on Advicer.bio1016114

From each firm's latest Form ADV (Oct 2026, Mar 2026, Jul 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Aaron Wealth Advisors: Schwab · Brownson, Rehmus & Foxworth, Inc.: none listed · Highpoint Planning Partners: LPL Financial