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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 Allied Investments (swap one in):+ Scott Conyers Capital Management, Inc. $96.7M+ Xlm Capital Management $96.5M · Dexter, MI+ Candor Wealth Management, LLC $87.3M · Dallas, TX+ Timothy J. Ellis, Inc. $87.2M
Johnson City, TN
Fishers, IN
Assets under management$91.9M$96.6M$96.7M
Asset growth, last 2 years––+33%
Advisory staff122
Individual clients11014338
Assets per client$836K$676K$2.5M
Clients per advisor1107219
Main custodian––Fidelity
Filing with the SEC since202620262016
Tools in their stack–––
People on Advicer.bio122

From each firm's latest Form ADV (Apr 2026, Jun 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

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

Custodians on Form ADV: Allied Investments: none listed · Norwood Economics, Inc.: none listed · Ck Advisors, LLC: Fidelity