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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 Alley Company (swap one in):+ Mbr Financial $956.4M · Houston, TX+ Tarbox Family Office, Inc. $953.7M · Newport Beach, CA+ The High Net Worth Advisory Group, LLC $861.7M · Naples, FL+ Leelyn Smith, LLC $852.3M · Geneva, IL
Lake Forest, IL
Chicago, IL
Mumbai
Assets under management$907.2M$971.4M$955.1M
Asset growth, last 2 years+19%+191%+133%
Advisory staff5211
Individual clients161–6,539
Assets per client$5.6M–$146K
Clients per advisor32–594
Main custodianSchwabSchwabHdfc Bank LTD
Filing with the SEC since202120232023
Tools in their stack–––
People on Advicer.bio5––

From each firm's latest Form ADV (Mar 2026, Apr 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: Alley Company: Schwab, Pershing · Intertide Partners: Schwab · Buoyant Capital Private Limited: Hdfc Bank LTD, Kotak Mahindra Bank Limited, Axis Bank Limited