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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 Bentley Financial Group (swap one in):+ Bard Associates Inc $416.2M · Chicago, IL+ Watershed Private Wealth $413.7M · Oak Brook, IL+ Kunath Karren Rinne & Atkin LLC $373M · Seattle, WA+ The Karras Company, Inc. $372.9M · Roy, UT
Downers Grove, IL
Buffalo Grove, IL
Buffalo Grove, IL
Assets under management$392.8M$416M$416.3M
Asset growth, last 2 years+144%+94%+48%
Advisory staff3133
Individual clients47088397
Assets per client$836K$471K$4.3M
Clients per advisor1576832
Main custodian––Pershing
Filing with the SEC since202020152020
Tools in their stack–21
People on Advicer.bio5134

From each firm's latest Form ADV (Feb 2026, Sep 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

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.

ToolBentley Financial GroupSgl Financial, LLCHighview Capital Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Bentley Financial Group: none listed · Sgl Financial, LLC: none listed · Highview Capital Management, LLC: Pershing