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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 Capital Advisors, LTD., LLC (swap one in):+ Rhame & Gorrell Wealth Management $1.44B · The Woodlands, TX+ Parkside Investments, LLC $1.44B · Deerfield, IL+ Baldwin Investment Management, LLC $1.3B · West Conshohocken, PA+ Biondo Investment Advisors LLC $1.29B · Milford, PA
Shaker Heights, OH
Madison, WI
Cleveland, OH
Assets under management$1.37B$1.44B$1.28B
Asset growth, last 2 years+21%+47%+15%
Advisory staff11829
Individual clients1,0583571,131
Assets per client$1.3M$4M$1.1M
Clients per advisor964539
Main custodianPershingSchwabRBC
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack–––
People on Advicer.bio11724

From each firm's latest Form ADV (Aug 2026, Jan 2026, Sep 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: Capital Advisors, LTD., LLC: Pershing, Schwab · Isthmus Partners, LLC: Schwab · Mcdonald Partners LLC: RBC