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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 Aberdeen Wealth Management LLC (swap one in):+ Financial Directions LLC $737.8M · Tucson, AZ+ The Marshall Financial Group LLC $735.6M · Hunt Valley, MD+ Focused Alpha, LLC $663.9M · Greenwood Village, CO+ Gkb Partners LLC $663.4M
Lake Bluff, IL
Concord, NH
Naperville, IL
Assets under management$699.1M$735.5M$734.9M
Asset growth, last 2 years+33%+16%+129%
Advisory staff287
Individual clients136350885
Assets per client$5.1M$2.1M$830K
Clients per advisor6844126
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack–1–
People on Advicer.bio177

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

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.

ToolAberdeen Wealth Management LLCCarlson InvestmentsStenger Family Office, LLC
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Aberdeen Wealth Management LLC: Schwab · Carlson Investments: Schwab, Commerce Bank, Fidelity · Stenger Family Office, LLC: Schwab