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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 Cities Investments (swap one in):+ Mack Investment Securities, Inc. $302.6M · Northfield, IL+ Unconventional Investor, LLC $302.5M+ Normandy Investment Advisors $273.4M · Leawood, KS+ Valor Financial Services, LLC $273.3M · Knoxville, TN
Indianapolis, IN
Indianapolis, IN
The Woodlands, TX
Assets under management$287.9M$304M$273.4M
Asset growth, last 2 years+6%+44%–
Advisory staff1423
Individual clients476505279
Assets per client$605K$602K$980K
Clients per advisor3425393
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20182024
Tools in their stack1–2
People on Advicer.bio1423

From each firm's latest Form ADV (Apr 2026, Feb 2026, Aug 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.

ToolCapital Cities InvestmentsProvider Financial, Inc.Legacy Capital
Financial Planning
RightCapital (Right Capital)––Uses it
Website Builders
WixUses it–Uses it

Custodians on Form ADV: Capital Cities Investments: Schwab · Provider Financial, Inc.: LPL Financial · Legacy Capital: Schwab